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JLPYX vs RWMFX
JLPYX vs RWMFX Comparison
Open Charts JLPYX vs RWMFX
JPMorgan US Large Cap Core Plus R6
Price$22.13
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets3.1B
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
JLPYX vs RWMFX Comparison Chart
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JLPYX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. JLPYX (3.1B). RWMFX pays higher dividends than JLPYX: RWMFX (1.70) vs JLPYX (0.21). JLPYX was incepted earlier than RWMFX: JLPYX (7 years) vs RWMFX (23 years). JLPYX is a more actively managed with annual turnover of: 99.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than JLPYX: RWMFX (250) vs JLPYX (15000000). JLPYX annual gain was more profitable for investors over the last year : 21.63 vs. RWMFX (12.96). RWMFX return over 5 years is better than : 42.43 vs. JLPYX (-11.23).
| JLPYX | RWMFX | JLPYX / RWMFX | |
| 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 | 4.258 | 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 | 1.70 | 13% |
| Returns for 1 year | 21.63 | 12.96 | 167% |
| Returns for 3 years | -2.80 | 14.51 | -19% |
| Returns for 5 years | -11.23 | 42.43 | -26% |
| Returns for 10 years | N/A | 69.42 | - |