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JEQSX vs RWMEX
JEQSX vs RWMEX Comparison
Open Charts JEQSX vs RWMEX
Johnson Equity Income S
Price$36.30
Change+$0.23 (+0.64%)
VolumeN/A
Net Assets665.37M
American Funds Washington Mutual R4
Price$61.42
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
JEQSX vs RWMEX Comparison Chart
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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 187B vs. JEQSX (665M). RWMEX pays higher dividends than JEQSX: RWMEX (1.26) vs JEQSX (0.92). JEQSX was incepted earlier than RWMEX: JEQSX (2 years) vs RWMEX (23 years). JEQSX (1.00) is less costly to investors than RWMEX (0.61). JEQSX (32.38) and RWMEX (31.00) have comparable annual turnover. RWMEX has a lower initial minimum investment than JEQSX: RWMEX (250) vs JEQSX (2000). RWMEX annual gain was more profitable for investors over the last year : 1.86 vs. JEQSX (1.45).
| JEQSX | RWMEX | JEQSX / RWMEX | |
| Total Expense Ratio | 1.00 | 0.61 | 164% |
| Annual Report Gross Expense Ratio | 1.00 | 0.61 | 164% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 1.178 | 0.884 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 187B | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 1.45 | 1.86 | 78% |
| Returns for 3 years | N/A | 7.87 | - |
| Returns for 5 years | N/A | 77.82 | - |
| Returns for 10 years | N/A | 58.93 | - |