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JLCAX vs RWMFX
JLCAX vs RWMFX Comparison
Open Charts JLCAX vs RWMFX
JLCAX vs RWMFX Comparison Chart in %
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JLCAX vs. RWMFX commentary
Sep 13, 2026
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 JLCAX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. JLCAX (3.66B). RWMFX pays higher dividends than JLCAX: RWMFX (1.41) vs JLCAX (0.00). JLCAX was incepted earlier than RWMFX: JLCAX (21 years) vs RWMFX (24 years). JLCAX (1.94) is less costly to investors than RWMFX (0.31). JLCAX is a more actively managed with annual turnover of: 100.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than JLCAX: RWMFX (250) vs JLCAX (1000). JLCAX annual gain was more profitable for investors over the last year : 6.81 vs. RWMFX (2.09). RWMFX return over 5 years is better than : 27.39 vs. JLCAX (-14.60).
| JLCAX | RWMFX | JLCAX / RWMFX | |
| Total Expense Ratio | 1.64 | 0.31 | 529% |
| Annual Report Gross Expense Ratio | 1.94 | 0.31 | 626% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 6.911 | 4.508 | 153% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 218B | 2% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | 6.81 | 2.09 | 327% |
| Returns for 3 years | 37.63 | 30.24 | 124% |
| Returns for 5 years | -14.60 | 27.39 | -53% |
| Returns for 10 years | -11.93 | 82.36 | -14% |
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