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JUEMX vs RWMFX
JUEMX vs RWMFX Comparison
Open Charts JUEMX vs RWMFX
American Funds Washington Mutual R5
Price$61.79
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.91B
JUEMX vs RWMFX Comparison Chart
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JUEMX vs. RWMFX commentary
May 09, 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 JUEMX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. JUEMX (30B). RWMFX pays higher dividends than JUEMX: RWMFX (1.54) vs JUEMX (0.75). JUEMX was incepted earlier than RWMFX: JUEMX (14 years) vs RWMFX (23 years). JUEMX (0.47) is less costly to investors than RWMFX (0.31). JUEMX is a more actively managed with annual turnover of: 53.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than JUEMX: RWMFX (250) vs JUEMX (15000000). RWMFX annual gain was more profitable for investors over the last year : 2.84 vs. JUEMX (1.60). JUEMX return over 5 years is better than : 58.96 vs. RWMFX (55.80).
| JUEMX | RWMFX | JUEMX / RWMFX | |
| Total Expense Ratio | 0.44 | 0.31 | 142% |
| Annual Report Gross Expense Ratio | 0.47 | 0.31 | 152% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -4.802 | 0.825 | -582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 186B | 16% |
| Annual Yield % from dividends | 0.75 | 1.54 | 48% |
| Returns for 1 year | 1.60 | 2.84 | 56% |
| Returns for 3 years | 30.53 | 18.23 | 168% |
| Returns for 5 years | 58.96 | 55.80 | 106% |
| Returns for 10 years | 71.60 | 58.62 | 122% |