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JLPYX vs RWMEX
JLPYX vs RWMEX Comparison
Open Charts JLPYX vs RWMEX
JPMorgan US Large Cap Core Plus R6
Price$18.96
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets2.78B
American Funds Washington Mutual R4
Price$58.04
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets176.97B
JLPYX vs RWMEX Comparison Chart
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JLPYX vs. RWMEX commentary
Apr 19, 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 Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 177B vs. JLPYX (2.78B). RWMEX pays higher dividends than JLPYX: RWMEX (1.26) vs JLPYX (0.14). JLPYX was incepted earlier than RWMEX: JLPYX (7 years) vs RWMEX (23 years). JLPYX (1.50) is less costly to investors than RWMEX (0.61). JLPYX is a more actively managed with annual turnover of: 109.00 vs. RWMEX (31.00). RWMEX has a lower initial minimum investment than JLPYX: RWMEX (250) vs JLPYX (15000000). RWMEX annual gain was more profitable for investors over the last year : -0.35 vs. JLPYX (-2.33). RWMEX return over 5 years is better than : 47.17 vs. JLPYX (-16.50).
| JLPYX | RWMEX | JLPYX / RWMEX | |
| Total Expense Ratio | 1.41 | 0.61 | 231% |
| Annual Report Gross Expense Ratio | 1.50 | 0.61 | 246% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -11.691 | -4.667 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 177B | 2% |
| Annual Yield % from dividends | 0.14 | 1.26 | 11% |
| Returns for 1 year | -2.33 | -0.35 | 667% |
| Returns for 3 years | -13.66 | 3.32 | -412% |
| Returns for 5 years | -16.50 | 47.17 | -35% |
| Returns for 10 years | N/A | 48.18 | - |