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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$64.77
Change+$0.28 (+0.43%)
VolumeN/A
Net Assets201.74B
JUEPX vs RWMFX Comparison Chart in %
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JUEPX vs. RWMFX commentary
Jul 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 JUEPX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. JUEPX (32.6B). RWMFX pays higher dividends than JUEPX: RWMFX (1.48) vs JUEPX (0.22). 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 : 7.12 vs. JUEPX (4.52). JUEPX (59.65) and RWMFX (57.05) have equivalent 5 years return.
| 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 | 6.182 | 6.083 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 202B | 16% |
| Annual Yield % from dividends | 0.22 | 1.48 | 15% |
| Returns for 1 year | 4.52 | 7.12 | 64% |
| Returns for 3 years | 48.55 | 32.89 | 148% |
| Returns for 5 years | 59.65 | 57.05 | 105% |
| Returns for 10 years | N/A | 68.65 | - |
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