Interact to see
Advertisement
Advertisement
JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
JUEPX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUEPX vs. RWMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. JUEPX (33.9B). RWMFX pays higher dividends than JUEPX: RWMFX (1.41) vs JUEPX (0.18). JUEPX was incepted earlier than RWMFX: JUEPX (9 years) vs RWMFX (24 years). JUEPX (0.97) is less costly to investors than RWMFX (0.31). JUEPX is a more actively managed with annual turnover of: 39.00 vs. RWMFX (29.00). 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 : 4.59 vs. JUEPX (3.54). JUEPX (46.38) and RWMFX (45.02) 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 | 24 years | - |
| Gain YTD | 11.348 | 8.905 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9B | 204B | 17% |
| Annual Yield % from dividends | 0.18 | 1.41 | 12% |
| Returns for 1 year | 3.54 | 4.59 | 77% |
| Returns for 3 years | 51.17 | 29.92 | 171% |
| Returns for 5 years | 46.38 | 45.02 | 103% |
| Returns for 10 years | N/A | 72.75 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLOF | 51.31 | 0.09 | +0.17% |
| iShares Global Equity Factor ETF | |||
| XIJN | 30.77 | 0.01 | +0.04% |
| FT Vest U.S. Eq Bffr & Prm Inc ETF -June | |||
| MTUL | 34.17 | N/A | N/A |
| ETRACS 2x Lvrgd MSCI US Mntm Fctr TR ETN | |||
| VLUE | 127.82 | -0.20 | -0.16% |
| iShares MSCI USA Value Factor ETF | |||
| MMU | 10.37 | -0.03 | -0.29% |
| Western Asset Managed Municipals Fund | |||