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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$22.00
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.02B
American Funds Washington Mutual R5
Price$67.52
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets209.01B
QUERX vs RWMFX Comparison Chart in %
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QUERX vs. RWMFX commentary
Oct 08, 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: 209B vs. QUERX (2.02B). QUERX (1.43) and RWMFX (1.42) 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 : 6.50 vs. QUERX (-12.53). RWMFX return over 5 years is better than : 54.62 vs. QUERX (-7.65).
| 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 | 8.965 | 10.993 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 209B | 1% |
| Annual Yield % from dividends | 1.43 | 1.42 | 101% |
| Returns for 1 year | -12.53 | 6.50 | -193% |
| Returns for 3 years | -8.91 | 46.34 | -19% |
| Returns for 5 years | -7.65 | 54.62 | -14% |
| Returns for 10 years | 64.51 | 82.96 | 78% |
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