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JEQSX vs RWMEX
JEQSX vs RWMEX Comparison
Open Charts JEQSX vs RWMEX
Johnson Equity Income S
Price$38.59
Change-$0.13 (-0.34%)
VolumeN/A
Net Assets707.38M
American Funds Washington Mutual R4
Price$65.49
Change-$0.22 (-0.33%)
VolumeN/A
Net Assets204.42B
JEQSX vs RWMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 204B vs. JEQSX (707M). RWMEX pays higher dividends than JEQSX: RWMEX (1.16) vs JEQSX (0.85). JEQSX was incepted earlier than RWMEX: JEQSX (2 years) vs RWMEX (24 years). JEQSX (1.00) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. JEQSX (20.64). 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 : 3.66 vs. JEQSX (0.11).
| JEQSX | RWMEX | JEQSX / RWMEX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.00 | 0.60 | 167% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 8.611 | 8.219 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 204B | 0% |
| Annual Yield % from dividends | 0.85 | 1.16 | 74% |
| Returns for 1 year | 0.11 | 3.66 | 3% |
| Returns for 3 years | N/A | 28.25 | - |
| Returns for 5 years | N/A | 41.92 | - |
| Returns for 10 years | N/A | 69.56 | - |
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