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JEQSX vs RWMFX
JEQSX vs RWMFX Comparison
Open Charts JEQSX vs RWMFX
Johnson Equity Income S
Price$36.30
Change+$0.23 (+0.64%)
VolumeN/A
Net Assets665.37M
American Funds Washington Mutual R5
Price$61.87
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
JEQSX vs RWMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 187B vs. JEQSX (665M). RWMFX pays higher dividends than JEQSX: RWMFX (1.53) vs JEQSX (0.92). JEQSX was incepted earlier than RWMFX: JEQSX (2 years) vs RWMFX (23 years). JEQSX (1.00) is less costly to investors than RWMFX (0.31). JEQSX (32.38) and RWMFX (31.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than JEQSX: RWMFX (250) vs JEQSX (2000). RWMFX annual gain was more profitable for investors over the last year : 2.22 vs. JEQSX (1.45).
| JEQSX | RWMFX | JEQSX / RWMFX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 1.178 | 0.955 | 123% |
| 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 | 1.53 | 60% |
| Returns for 1 year | 1.45 | 2.22 | 65% |
| Returns for 3 years | N/A | 8.71 | - |
| Returns for 5 years | N/A | 79.80 | - |
| Returns for 10 years | N/A | 61.04 | - |
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