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JLPYX vs RWMEX
JLPYX vs RWMEX Comparison
Open Charts JLPYX vs RWMEX
JPMorgan US Large Cap Core Plus R6
Price$22.13
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets3.1B
American Funds Washington Mutual R4
Price$63.67
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets195.11B
JLPYX vs RWMEX Comparison Chart
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JLPYX vs. RWMEX commentary
Jan 31, 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 StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. JLPYX (3.1B). RWMEX pays higher dividends than JLPYX: RWMEX (1.45) vs JLPYX (0.21). JLPYX was incepted earlier than RWMEX: JLPYX (7 years) vs RWMEX (23 years). JLPYX is a more actively managed with annual turnover of: 99.00 vs. RWMEX (30.00). RWMEX has a lower initial minimum investment than JLPYX: RWMEX (250) vs JLPYX (15000000). JLPYX annual gain was more profitable for investors over the last year : 21.63 vs. RWMEX (12.58). RWMEX return over 5 years is better than : 40.99 vs. JLPYX (-11.23).
| JLPYX | RWMEX | JLPYX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 3.074 | 4.240 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 195B | 2% |
| Annual Yield % from dividends | 0.21 | 1.45 | 15% |
| Returns for 1 year | 21.63 | 12.58 | 172% |
| Returns for 3 years | -2.80 | 13.70 | -20% |
| Returns for 5 years | -11.23 | 40.99 | -27% |
| Returns for 10 years | N/A | 67.25 | - |
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