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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$20.98
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets2.13B
American Funds Washington Mutual R5
Price$61.79
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.91B
QUERX vs RWMFX Comparison Chart
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QUERX vs. RWMFX commentary
May 09, 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: 186B vs. QUERX (2.13B). RWMFX (1.54) and QUERX (1.50) 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: 31.00 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 : 2.84 vs. QUERX (-9.38). RWMFX return over 5 years is better than : 55.80 vs. QUERX (2.96).
| 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 | 3.913 | 0.825 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 186B | 1% |
| Annual Yield % from dividends | 1.50 | 1.54 | 97% |
| Returns for 1 year | -9.38 | 2.84 | -330% |
| Returns for 3 years | -19.01 | 18.23 | -104% |
| Returns for 5 years | 2.96 | 55.80 | 5% |
| Returns for 10 years | 58.77 | 58.62 | 100% |
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