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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$20.61
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets2.19B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
QUERX vs RWMFX Comparison Chart
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QUERX vs. RWMFX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is QUERX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. QUERX (2.19B). QUERX pays higher dividends than RWMFX: QUERX (1.90) vs RWMFX (1.70). QUERX was incepted earlier than RWMFX: QUERX (10 years) vs RWMFX (23 years). QUERX (31.00) and RWMFX (30.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than QUERX: RWMFX (250) vs QUERX (50000000). RWMFX annual gain was more profitable for investors over the last year : 12.39 vs. QUERX (-6.02). RWMFX return over 5 years is better than : 35.03 vs. QUERX (-10.52).
| QUERX | RWMFX | QUERX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.080 | 2.340 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 193B | 1% |
| Annual Yield % from dividends | 1.90 | 1.70 | 111% |
| Returns for 1 year | -6.02 | 12.39 | -49% |
| Returns for 3 years | -27.99 | 11.20 | -250% |
| Returns for 5 years | -10.52 | 35.03 | -30% |
| Returns for 10 years | 61.03 | 65.23 | 94% |
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