Ad is loading...
JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$64.36
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets197.49B
JUEPX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUEPX vs. RWMFX commentary
Jan 26, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 197B vs. JUEPX (33.2B). RWMFX pays higher dividends than JUEPX: RWMFX (1.70) vs JUEPX (0.47). JUEPX was incepted earlier than RWMFX: JUEPX (8 years) vs RWMFX (23 years). JUEPX is a more actively managed with annual turnover of: 47.00 vs. RWMFX (30.00). JUEPX has a lower initial minimum investment than RWMFX: JUEPX (0) vs RWMFX (250). JUEPX annual gain was more profitable for investors over the last year : 18.94 vs. RWMFX (12.77). JUEPX return over 5 years is better than : 58.21 vs. RWMFX (39.29).
| JUEPX | RWMFX | JUEPX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.782 | 4.599 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 197B | 17% |
| Annual Yield % from dividends | 0.47 | 1.70 | 27% |
| Returns for 1 year | 18.94 | 12.77 | 148% |
| Returns for 3 years | 29.57 | 17.49 | 169% |
| Returns for 5 years | 58.21 | 39.29 | 148% |
| Returns for 10 years | N/A | 68.63 | - |