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JEQSX vs RWMFX
JEQSX vs RWMFX Comparison
Open Charts JEQSX vs RWMFX
Johnson Equity Income S
Price$39.05
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets718.12M
American Funds Washington Mutual R5
Price$67.35
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
JEQSX vs RWMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. JEQSX (718M). RWMFX pays higher dividends than JEQSX: RWMFX (1.42) vs JEQSX (0.86). 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). RWMFX is a more actively managed with annual turnover of: 29.00 vs. JEQSX (20.64). 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 : 7.06 vs. JEQSX (4.19).
| 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 | 9.874 | 10.714 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 209B | 0% |
| Annual Yield % from dividends | 0.86 | 1.42 | 60% |
| Returns for 1 year | 4.19 | 7.06 | 59% |
| Returns for 3 years | N/A | 45.97 | - |
| Returns for 5 years | N/A | 52.63 | - |
| Returns for 10 years | N/A | 82.50 | - |
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