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JLPYX vs RWMFX
JLPYX vs RWMFX Comparison
Open Charts JLPYX vs RWMFX
JPMorgan US Large Cap Core Plus R6
Price$22.94
Change+$0.20 (+0.88%)
VolumeN/A
Net Assets3.38B
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
JLPYX vs RWMFX Comparison Chart in %
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JLPYX vs. RWMFX commentary
Jul 06, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. JLPYX (3.38B). RWMFX pays higher dividends than JLPYX: RWMFX (1.48) vs JLPYX (0.12). JLPYX was incepted earlier than RWMFX: JLPYX (8 years) vs RWMFX (23 years). JLPYX (1.50) is less costly to investors than RWMFX (0.31). JLPYX is a more actively managed with annual turnover of: 109.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than JLPYX: RWMFX (250) vs JLPYX (15000000). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. JLPYX (6.50). RWMFX return over 5 years is better than : 56.79 vs. JLPYX (-9.42).
| JLPYX | RWMFX | JLPYX / RWMFX | |
| Total Expense Ratio | 1.41 | 0.31 | 455% |
| Annual Report Gross Expense Ratio | 1.50 | 0.31 | 484% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 6.847 | 5.739 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.38B | 202B | 2% |
| Annual Yield % from dividends | 0.12 | 1.48 | 8% |
| Returns for 1 year | 6.50 | 7.88 | 83% |
| Returns for 3 years | 20.79 | 32.20 | 65% |
| Returns for 5 years | -9.42 | 56.79 | -17% |
| Returns for 10 years | N/A | 71.15 | - |
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