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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$20.39
Change+$0.34 (+1.70%)
VolumeN/A
Net Assets2.05B
American Funds Washington Mutual R5
Price$59.09
Change+$1.02 (+1.76%)
VolumeN/A
Net Assets175.84B
QUERX vs RWMFX Comparison Chart
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QUERX vs. RWMFX commentary
Apr 12, 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: 176B vs. QUERX (2.05B). RWMFX (1.53) and QUERX (1.48) 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 : -1.62 vs. QUERX (-12.51). RWMFX return over 5 years is better than : 54.36 vs. QUERX (1.40).
| 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 | -0.693 | -3.581 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 176B | 1% |
| Annual Yield % from dividends | 1.48 | 1.53 | 97% |
| Returns for 1 year | -12.51 | -1.62 | 772% |
| Returns for 3 years | -29.02 | 5.35 | -542% |
| Returns for 5 years | 1.40 | 54.36 | 3% |
| Returns for 10 years | 51.43 | 52.10 | 99% |
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