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AIQQX vs RWMEX
AIQQX vs RWMEX Comparison
Open Charts AIQQX vs RWMEX
Aristotle Value Equity I-2
Price$22.72
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets564.47M
American Funds Washington Mutual R4
Price$64.06
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
AIQQX vs RWMEX Comparison Chart in %
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AIQQX vs. RWMEX commentary
Jul 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 AIQQX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 202B vs. AIQQX (564M). AIQQX pays higher dividends than RWMEX: AIQQX (1.47) vs RWMEX (1.21). AIQQX was incepted earlier than RWMEX: AIQQX (9 years) vs RWMEX (23 years). AIQQX (0.69) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than RWMEX: AIQQX (0) vs RWMEX (250). AIQQX (7.87) and RWMEX (7.50) have marching annual gain over last year. AIQQX return over 5 years is better than : 74.37 vs. RWMEX (54.85).
| AIQQX | RWMEX | AIQQX / RWMEX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.678 | 5.544 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 202B | 0% |
| Annual Yield % from dividends | 1.47 | 1.21 | 121% |
| Returns for 1 year | 7.87 | 7.50 | 105% |
| Returns for 3 years | 39.84 | 31.03 | 128% |
| Returns for 5 years | 74.37 | 54.85 | 136% |
| Returns for 10 years | N/A | 68.67 | - |