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AIQQX vs FWWMX
AIQQX vs FWWMX Comparison
Open Charts AIQQX vs FWWMX
Aristotle Value Equity I-2
Price$21.80
Change-$1.18 (-5.13%)
VolumeN/A
Net Assets528.49M
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
AIQQX vs FWWMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. AIQQX (528M). AIQQX pays higher dividends than FWWMX: AIQQX (1.60) vs FWWMX (1.45). AIQQX was incepted earlier than FWWMX: AIQQX (9 years) vs FWWMX (5 years). AIQQX (0.70) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. AIQQX (13.00). AIQQX has a lower initial minimum investment than FWWMX: AIQQX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. AIQQX (2.06). FWWMX return over 5 years is better than : 40.82 vs. AIQQX (32.02).
| AIQQX | FWWMX | AIQQX / FWWMX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.70 | 0.31 | 226% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 3.416 | 1.519 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 208B | 0% |
| Annual Yield % from dividends | 1.60 | 1.45 | 111% |
| Returns for 1 year | 2.06 | 5.50 | 37% |
| Returns for 3 years | 24.49 | 30.52 | 80% |
| Returns for 5 years | 32.02 | 40.82 | 78% |
| Returns for 10 years | N/A | N/A | - |
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