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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$20.24
Change-$0.49 (-2.36%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
QUERX vs RWMFX Comparison Chart
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QUERX vs. RWMFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. QUERX (1.93B). 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 : 13.29 vs. QUERX (-5.89). RWMFX return over 5 years is better than : 39.67 vs. QUERX (-9.51).
| 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 | -6.322 | 13.109 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 195B | 1% |
| Annual Yield % from dividends | 1.90 | 1.70 | 111% |
| Returns for 1 year | -5.89 | 13.29 | -44% |
| Returns for 3 years | -32.32 | 12.57 | -257% |
| Returns for 5 years | -9.51 | 39.67 | -24% |
| Returns for 10 years | 58.25 | 64.27 | 91% |
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