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JUEQX vs RWMFX
JUEQX vs RWMFX Comparison
Open Charts JUEQX vs RWMFX
American Funds Washington Mutual R5
Price$56.13
Change-$3.46 (-5.81%)
VolumeN/A
Net Assets170.2B
JUEQX vs RWMFX Comparison Chart
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JUEQX vs. RWMFX 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 RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 170B vs. JUEQX (27.1B). RWMFX pays higher dividends than JUEQX: RWMFX (1.53) vs JUEQX (0.50). JUEQX was incepted earlier than RWMFX: JUEQX (9 years) vs RWMFX (23 years). JUEQX (0.72) is less costly to investors than RWMFX (0.31). JUEQX is a more actively managed with annual turnover of: 53.00 vs. RWMFX (31.00). JUEQX has a lower initial minimum investment than RWMFX: JUEQX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : -6.15 vs. JUEQX (-7.70). JUEQX return over 5 years is better than : 70.26 vs. RWMFX (63.12).
| JUEQX | RWMFX | JUEQX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -14.507 | -8.411 | 172% |
| 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 | 1.53 | 33% |
| Returns for 1 year | -7.70 | -6.15 | 125% |
| Returns for 3 years | 2.55 | -0.81 | -316% |
| Returns for 5 years | 70.26 | 63.12 | 111% |
| Returns for 10 years | N/A | 45.22 | - |
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