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JLPYX vs RWMFX
JLPYX vs RWMFX Comparison
Open Charts JLPYX vs RWMFX
JPMorgan US Large Cap Core Plus R6
Price$20.28
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets2.92B
American Funds Washington Mutual R5
Price$61.14
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
JLPYX vs RWMFX Comparison Chart
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JLPYX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 187B vs. JLPYX (2.92B). RWMFX pays higher dividends than JLPYX: RWMFX (1.47) vs JLPYX (0.13). JLPYX was incepted earlier than RWMFX: JLPYX (7 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). JLPYX annual gain was more profitable for investors over the last year : 3.88 vs. RWMFX (2.13). RWMFX return over 5 years is better than : 77.21 vs. JLPYX (3.94).
| JLPYX | RWMFX | JLPYX / RWMFX | |
| Total Expense Ratio | 1.41 | 0.31 | 455% |
| Annual Report Gross Expense Ratio | 1.50 | 0.31 | 484% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -5.543 | -0.634 | 874% |
| 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 | 1.47 | 9% |
| Returns for 1 year | 3.88 | 2.13 | 182% |
| Returns for 3 years | -4.13 | 12.75 | -32% |
| Returns for 5 years | 3.94 | 77.21 | 5% |
| Returns for 10 years | N/A | 58.51 | - |
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