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JLPYX vs RWMFX
JLPYX vs RWMFX Comparison
Open Charts JLPYX vs RWMFX
JPMorgan US Large Cap Core Plus R6
Price$20.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.01B
American Funds Washington Mutual R5
Price$61.62
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets186.07B
JLPYX vs RWMFX Comparison Chart
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JLPYX vs. RWMFX commentary
May 11, 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: 186B vs. JLPYX (3.01B). RWMFX pays higher dividends than JLPYX: RWMFX (1.54) vs JLPYX (0.14). 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 : 1.99 vs. JLPYX (0.78). RWMFX return over 5 years is better than : 55.37 vs. JLPYX (-12.60).
| 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 | -4.704 | 0.547 | -860% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 186B | 2% |
| Annual Yield % from dividends | 0.14 | 1.54 | 9% |
| Returns for 1 year | 0.78 | 1.99 | 39% |
| Returns for 3 years | 4.02 | 17.60 | 23% |
| Returns for 5 years | -12.60 | 55.37 | -23% |
| Returns for 10 years | N/A | 58.57 | - |
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