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JLPYX vs RWMEX
JLPYX vs RWMEX Comparison
Open Charts JLPYX vs RWMEX
JPMorgan US Large Cap Core Plus R6
Price$20.28
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets2.92B
American Funds Washington Mutual R4
Price$60.65
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
JLPYX vs RWMEX Comparison Chart
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JLPYX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 187B vs. JLPYX (2.92B). RWMEX pays higher dividends than JLPYX: RWMEX (1.21) vs JLPYX (0.13). 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). JLPYX annual gain was more profitable for investors over the last year : 3.88 vs. RWMEX (1.74). RWMEX return over 5 years is better than : 75.36 vs. JLPYX (3.94).
| 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 | -5.543 | -0.704 | 787% |
| 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 | 1.21 | 11% |
| Returns for 1 year | 3.88 | 1.74 | 223% |
| Returns for 3 years | -4.13 | 11.93 | -35% |
| Returns for 5 years | 3.94 | 75.36 | 5% |
| Returns for 10 years | N/A | 56.46 | - |
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