Interact to see
Advertisement
Advertisement
QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$21.52
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets1.91B
American Funds Washington Mutual R5
Price$66.02
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
QUERX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QUERX vs. RWMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. QUERX (1.91B). QUERX (1.46) and RWMFX (1.41) have matching dividends . QUERX was incepted earlier than RWMFX: QUERX (11 years) vs RWMFX (24 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 : 4.02 vs. QUERX (-15.27). RWMFX return over 5 years is better than : 43.78 vs. QUERX (-12.23).
| 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 | 24 years | - |
| Gain YTD | 6.587 | 8.527 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 204B | 1% |
| Annual Yield % from dividends | 1.46 | 1.41 | 103% |
| Returns for 1 year | -15.27 | 4.02 | -380% |
| Returns for 3 years | -18.92 | 29.47 | -64% |
| Returns for 5 years | -12.23 | 43.78 | -28% |
| Returns for 10 years | 57.08 | 72.15 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement