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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$64.62
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets194.6B
JUEPX vs RWMFX Comparison Chart
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JUEPX vs. RWMFX commentary
Jun 07, 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: 195B vs. JUEPX (31.1B). RWMFX pays higher dividends than JUEPX: RWMFX (1.47) vs JUEPX (0.24). 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 : 5.62 vs. JUEPX (3.62). JUEPX (51.20) and RWMFX (49.38) 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 | 0.203 | 5.622 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1B | 195B | 16% |
| Annual Yield % from dividends | 0.24 | 1.47 | 17% |
| Returns for 1 year | 3.62 | 5.62 | 64% |
| Returns for 3 years | 30.21 | 19.70 | 153% |
| Returns for 5 years | 51.20 | 49.38 | 104% |
| Returns for 10 years | N/A | 68.61 | - |
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