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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$60.09
Change+$0.92 (+1.55%)
VolumeN/A
Net Assets178.95B
JUEPX vs RWMFX Comparison Chart
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JUEPX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 179B vs. JUEPX (28.3B). 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 : 1.31 vs. JUEPX (-1.66). RWMFX return over 5 years is better than : 55.51 vs. JUEPX (52.06).
| 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 | -10.045 | -1.949 | 515% |
| 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 | 1.53 | 17% |
| Returns for 1 year | -1.66 | 1.31 | -127% |
| Returns for 3 years | 13.16 | 9.25 | 142% |
| Returns for 5 years | 52.06 | 55.51 | 94% |
| Returns for 10 years | N/A | 53.89 | - |