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JLPYX vs RWMEX
JLPYX vs RWMEX Comparison
Open Charts JLPYX vs RWMEX
JPMorgan US Large Cap Core Plus R6
Price$22.12
Change-$0.12 (-0.54%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$65.27
Change-$0.51 (-0.78%)
VolumeN/A
CapitalizationN/A
JLPYX vs RWMEX Comparison Chart
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JLPYX vs. RWMEX commentary
Dec 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. JLPYX (2.91B). 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 : 26.31 vs. RWMEX (16.82). RWMEX return over 5 years is better than : 37.99 vs. JLPYX (-9.44).
| 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 | 25.184 | 16.062 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 196B | 1% |
| Annual Yield % from dividends | 0.21 | 1.45 | 15% |
| Returns for 1 year | 26.31 | 16.82 | 156% |
| Returns for 3 years | -5.86 | 15.09 | -39% |
| Returns for 5 years | -9.44 | 37.99 | -25% |
| Returns for 10 years | N/A | 67.00 | - |
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