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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$21.43
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets2.09B
American Funds Washington Mutual R5
Price$64.97
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
QUERX vs RWMFX Comparison Chart
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QUERX vs. RWMFX commentary
Jun 07, 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: 195B vs. QUERX (2.09B). QUERX (1.47) and RWMFX (1.47) 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 : 6.12 vs. QUERX (-9.06). RWMFX return over 5 years is better than : 49.94 vs. QUERX (-4.12).
| 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 | 5.399 | 6.014 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 195B | 1% |
| Annual Yield % from dividends | 1.47 | 1.47 | 100% |
| Returns for 1 year | -9.06 | 6.12 | -148% |
| Returns for 3 years | -20.43 | 18.81 | -109% |
| Returns for 5 years | -4.12 | 49.94 | -8% |
| Returns for 10 years | 62.45 | 69.11 | 90% |
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