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JUEQX vs RWMFX
JUEQX vs RWMFX Comparison
Open Charts JUEQX vs RWMFX
JUEQX vs RWMFX Comparison Chart in %
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JUEQX vs. RWMFX commentary
Sep 13, 2026
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: 218B vs. JUEQX (31.3B). RWMFX pays higher dividends than JUEQX: RWMFX (1.41) vs JUEQX (0.35). JUEQX was incepted earlier than RWMFX: JUEQX (10 years) vs RWMFX (24 years). JUEQX (0.71) is less costly to investors than RWMFX (0.31). JUEQX is a more actively managed with annual turnover of: 39.00 vs. RWMFX (32.00). 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 : 2.09 vs. JUEQX (1.30). JUEQX (27.93) and RWMFX (27.39) have equivalent 5 years return.
| JUEQX | RWMFX | JUEQX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.71 | 0.31 | 229% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 4.637 | 4.508 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 218B | 14% |
| Annual Yield % from dividends | 0.35 | 1.41 | 25% |
| Returns for 1 year | 1.30 | 2.09 | 62% |
| Returns for 3 years | 42.27 | 30.24 | 140% |
| Returns for 5 years | 27.93 | 27.39 | 102% |
| Returns for 10 years | 110.84 | 82.36 | 135% |
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