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JUEQX vs RWMFX
JUEQX vs RWMFX Comparison
Open Charts JUEQX vs RWMFX
American Funds Washington Mutual R5
Price$64.97
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
JUEQX vs RWMFX Comparison Chart
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JUEQX 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 JUEQX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. JUEQX (31.1B). RWMFX pays higher dividends than JUEQX: RWMFX (1.47) vs JUEQX (0.47). 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 : 6.12 vs. JUEQX (3.97). JUEQX return over 5 years is better than : 53.02 vs. RWMFX (49.94).
| 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 | 0.348 | 6.014 | 6% |
| 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 | 0.47 | 1.47 | 32% |
| Returns for 1 year | 3.97 | 6.12 | 65% |
| Returns for 3 years | 31.05 | 18.81 | 165% |
| Returns for 5 years | 53.02 | 49.94 | 106% |
| Returns for 10 years | N/A | 69.11 | - |
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