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JUEQX vs RWMFX
JUEQX vs RWMFX Comparison
Open Charts JUEQX vs RWMFX
American Funds Washington Mutual R5
Price$61.79
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.91B
JUEQX vs RWMFX Comparison Chart
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JUEQX vs. RWMFX commentary
May 09, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. JUEQX (30B). RWMFX pays higher dividends than JUEQX: RWMFX (1.54) 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 : 2.84 vs. JUEQX (1.31). JUEQX (57.07) and RWMFX (55.80) have equivalent 5 years return.
| 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 | -4.900 | 0.825 | -594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 186B | 16% |
| Annual Yield % from dividends | 0.50 | 1.54 | 33% |
| Returns for 1 year | 1.31 | 2.84 | 46% |
| Returns for 3 years | 29.65 | 18.23 | 163% |
| Returns for 5 years | 57.07 | 55.80 | 102% |
| Returns for 10 years | N/A | 58.62 | - |
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