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AIQQX vs RWMFX
AIQQX vs RWMFX Comparison
Open Charts AIQQX vs RWMFX
Aristotle Value Equity I-2
Price$22.72
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets564.47M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
AIQQX vs RWMFX Comparison Chart in %
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AIQQX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. AIQQX (564M). RWMFX (1.48) and AIQQX (1.47) have matching dividends . AIQQX was incepted earlier than RWMFX: AIQQX (9 years) vs RWMFX (23 years). AIQQX (0.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AIQQX (4.00). AIQQX has a lower initial minimum investment than RWMFX: AIQQX (0) vs RWMFX (250). RWMFX (7.88) and AIQQX (7.87) have marching annual gain over last year. AIQQX return over 5 years is better than : 74.37 vs. RWMFX (56.79).
| AIQQX | RWMFX | AIQQX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 7.678 | 5.739 | 134% |
| 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 | 1.48 | 99% |
| Returns for 1 year | 7.87 | 7.88 | 100% |
| Returns for 3 years | 39.84 | 32.20 | 124% |
| Returns for 5 years | 74.37 | 56.79 | 131% |
| Returns for 10 years | N/A | 71.15 | - |
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