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QUERX vs RWMFX
QUERX vs RWMFX Comparison
Open Charts QUERX vs RWMFX
AQR Large Cap Defensive Style R6
Price$21.80
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.02B
American Funds Washington Mutual R5
Price$66.94
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets207.44B
QUERX vs RWMFX Comparison Chart in %
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QUERX vs. RWMFX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. QUERX (2.02B). QUERX (1.45) and RWMFX (1.43) 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 : 6.98 vs. QUERX (-13.53). RWMFX return over 5 years is better than : 53.79 vs. QUERX (-6.53).
| 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 | 7.974 | 9.637 | 83% |
| 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 | 207B | 1% |
| Annual Yield % from dividends | 1.45 | 1.43 | 101% |
| Returns for 1 year | -13.53 | 6.98 | -194% |
| Returns for 3 years | -13.88 | 37.67 | -37% |
| Returns for 5 years | -6.53 | 53.79 | -12% |
| Returns for 10 years | 67.78 | 88.34 | 77% |
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