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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
JUEPX vs RWMFX Comparison Chart
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JUEPX vs. RWMFX commentary
Apr 04, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. JUEPX (30.3B). RWMFX pays higher dividends than JUEPX: RWMFX (1.53) vs JUEPX (0.25). JUEPX was incepted earlier than RWMFX: JUEPX (9 years) vs RWMFX (23 years). JUEPX (0.97) is less costly to investors than RWMFX (0.31). JUEPX is a more actively managed with annual turnover of: 53.00 vs. RWMFX (31.00). JUEPX has a lower initial minimum investment than RWMFX: JUEPX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 2.19 vs. JUEPX (1.68). JUEPX return over 5 years is better than : 88.10 vs. RWMFX (79.80).
| JUEPX | RWMFX | JUEPX / RWMFX | |
| Total Expense Ratio | 0.94 | 0.31 | 303% |
| Annual Report Gross Expense Ratio | 0.97 | 0.31 | 313% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -4.514 | 0.955 | -473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 188B | 16% |
| Annual Yield % from dividends | 0.25 | 1.53 | 17% |
| Returns for 1 year | 1.68 | 2.19 | 77% |
| Returns for 3 years | 12.69 | 8.51 | 149% |
| Returns for 5 years | 88.10 | 79.80 | 110% |
| Returns for 10 years | N/A | 59.99 | - |
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