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JUEQX vs RWMEX
JUEQX vs RWMEX Comparison
Open Charts JUEQX vs RWMEX
American Funds Washington Mutual R4
Price$55.71
Change-$3.44 (-5.82%)
VolumeN/A
Net Assets170.2B
JUEQX vs RWMEX Comparison Chart
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JUEQX vs. RWMEX commentary
Apr 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 JUEQX is a Hold and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 170B vs. JUEQX (27.1B). RWMEX pays higher dividends than JUEQX: RWMEX (1.26) vs JUEQX (0.50). JUEQX was incepted earlier than RWMEX: JUEQX (9 years) vs RWMEX (23 years). JUEQX (0.72) is less costly to investors than RWMEX (0.61). JUEQX is a more actively managed with annual turnover of: 53.00 vs. RWMEX (31.00). JUEQX has a lower initial minimum investment than RWMEX: JUEQX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : -6.49 vs. JUEQX (-7.70). JUEQX return over 5 years is better than : 70.26 vs. RWMEX (61.29).
| JUEQX | RWMEX | JUEQX / RWMEX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.72 | 0.61 | 118% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -14.507 | -8.495 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 170B | 16% |
| Annual Yield % from dividends | 0.50 | 1.26 | 40% |
| Returns for 1 year | -7.70 | -6.49 | 119% |
| Returns for 3 years | 2.55 | -1.59 | -160% |
| Returns for 5 years | 70.26 | 61.29 | 115% |
| Returns for 10 years | N/A | 43.24 | - |
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