Ad is loading...
JLPYX vs RWEBX
JLPYX vs RWEBX Comparison
Open Charts JLPYX vs RWEBX
JPMorgan US Large Cap Core Plus R6
Price$20.28
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets2.92B
American Funds Washington Mutual R2E
Price$60.68
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
JLPYX vs RWEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLPYX vs. RWEBX commentary
Mar 12, 2025
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 JLPYX is a Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 187B vs. JLPYX (2.92B). RWEBX pays higher dividends than JLPYX: RWEBX (0.81) vs JLPYX (0.13). JLPYX was incepted earlier than RWEBX: JLPYX (7 years) vs RWEBX (11 years). JLPYX (1.50) is less costly to investors than RWEBX (1.06). JLPYX is a more actively managed with annual turnover of: 109.00 vs. RWEBX (31.00). RWEBX has a lower initial minimum investment than JLPYX: RWEBX (250) vs JLPYX (15000000). JLPYX annual gain was more profitable for investors over the last year : 3.88 vs. RWEBX (1.30). RWEBX return over 5 years is better than : 73.15 vs. JLPYX (3.94).
| JLPYX | RWEBX | JLPYX / RWEBX | |
| Total Expense Ratio | 1.41 | 1.06 | 133% |
| Annual Report Gross Expense Ratio | 1.50 | 1.06 | 142% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -5.543 | -0.785 | 706% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 187B | 2% |
| Annual Yield % from dividends | 0.13 | 0.81 | 16% |
| Returns for 1 year | 3.88 | 1.30 | 299% |
| Returns for 3 years | -4.13 | 10.96 | -38% |
| Returns for 5 years | 3.94 | 73.15 | 5% |
| Returns for 10 years | N/A | 53.78 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers