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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$21.31
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets2.06B
American Funds Washington Mutual R5
Price$64.45
Change+$0.25 (+0.39%)
VolumeN/A
Net Assets200.69B
QUERX vs RWMFX Comparison Chart in %
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QUERX vs. RWMFX commentary
Jul 18, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 201B vs. QUERX (2.06B). RWMFX (1.48) and QUERX (1.46) have matching dividends . QUERX was incepted earlier than RWMFX: QUERX (11 years) vs RWMFX (23 years). QUERX (0.32) and RWMFX (0.31) have similar cost to investors . RWMFX is a more actively managed with annual turnover of: 29.00 vs. QUERX (21.00). 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 : 4.71 vs. QUERX (-11.61). RWMFX return over 5 years is better than : 52.14 vs. QUERX (-5.31).
| QUERX | RWMFX | QUERX / RWMFX | |
| Total Expense Ratio | 0.31 | 0.31 | 100% |
| Annual Report Gross Expense Ratio | 0.32 | 0.31 | 103% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 5.547 | 5.559 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 201B | 1% |
| Annual Yield % from dividends | 1.46 | 1.48 | 99% |
| Returns for 1 year | -11.61 | 4.71 | -246% |
| Returns for 3 years | -15.02 | 32.47 | -46% |
| Returns for 5 years | -5.31 | 52.14 | -10% |
| Returns for 10 years | 56.86 | 66.80 | 85% |
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