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JLPYX vs RWMFX
JLPYX vs RWMFX Comparison
Open Charts JLPYX vs RWMFX
JPMorgan US Large Cap Core Plus R6
Price$18.96
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets2.78B
American Funds Washington Mutual R5
Price$58.48
Change-$0.12 (-0.20%)
VolumeN/A
Net Assets176.97B
JLPYX vs RWMFX Comparison Chart
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JLPYX vs. RWMFX commentary
Apr 19, 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: 177B vs. JLPYX (2.78B). RWMFX pays higher dividends than JLPYX: RWMFX (1.53) vs JLPYX (0.14). 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). RWMFX annual gain was more profitable for investors over the last year : 0.00 vs. JLPYX (-2.33). RWMFX return over 5 years is better than : 48.87 vs. JLPYX (-16.50).
| 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 | -11.691 | -4.576 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 177B | 2% |
| Annual Yield % from dividends | 0.14 | 1.53 | 9% |
| Returns for 1 year | -2.33 | 0.00 | -131,559% |
| Returns for 3 years | -13.66 | 4.14 | -330% |
| Returns for 5 years | -16.50 | 48.87 | -34% |
| Returns for 10 years | N/A | 50.20 | - |
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