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JUEPX vs RWMEX
JUEPX vs RWMEX Comparison
Open Charts JUEPX vs RWMEX
American Funds Washington Mutual R4
Price$59.64
Change+$0.92 (+1.57%)
VolumeN/A
Net Assets178.95B
JUEPX vs RWMEX Comparison Chart
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JUEPX vs. RWMEX commentary
Apr 25, 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 JUEPX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 179B vs. JUEPX (28.3B). RWMEX pays higher dividends than JUEPX: RWMEX (1.26) vs JUEPX (0.25). JUEPX was incepted earlier than RWMEX: JUEPX (9 years) vs RWMEX (23 years). JUEPX (0.97) is less costly to investors than RWMEX (0.61). JUEPX is a more actively managed with annual turnover of: 53.00 vs. RWMEX (31.00). JUEPX has a lower initial minimum investment than RWMEX: JUEPX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 0.94 vs. JUEPX (-1.66). RWMEX (53.75) and JUEPX (52.06) have equivalent 5 years return.
| JUEPX | RWMEX | JUEPX / RWMEX | |
| Total Expense Ratio | 0.94 | 0.61 | 154% |
| Annual Report Gross Expense Ratio | 0.97 | 0.61 | 159% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -10.045 | -2.039 | 493% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3B | 179B | 16% |
| Annual Yield % from dividends | 0.25 | 1.26 | 20% |
| Returns for 1 year | -1.66 | 0.94 | -176% |
| Returns for 3 years | 13.16 | 8.41 | 157% |
| Returns for 5 years | 52.06 | 53.75 | 97% |
| Returns for 10 years | N/A | 51.82 | - |