Interact to see
Advertisement
Advertisement
OIEFX vs RWMHX
OIEFX vs RWMHX Comparison
Open Charts OIEFX vs RWMHX
JPMorgan Equity Income R2
Price$25.21
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets42.51B
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
OIEFX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEFX vs. RWMHX commentary
Nov 20, 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 OIEFX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. OIEFX (42.5B). RWMHX pays higher dividends than OIEFX: RWMHX (1.33) vs OIEFX (1.15). OIEFX was incepted earlier than RWMHX: OIEFX (15 years) vs RWMHX (10 years). OIEFX (1.21) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OIEFX (20.00). OIEFX has a lower initial minimum investment than RWMHX: OIEFX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 4.48 vs. OIEFX (-1.70). RWMHX (44.42) and OIEFX (43.44) have equivalent 5 years return.
| OIEFX | RWMHX | OIEFX / RWMHX | |
| Total Expense Ratio | 1.21 | 0.41 | 295% |
| Annual Report Gross Expense Ratio | 1.21 | 0.41 | 295% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.434 | 8.808 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 204B | 21% |
| Annual Yield % from dividends | 1.15 | 1.33 | 87% |
| Returns for 1 year | -1.70 | 4.48 | -38% |
| Returns for 3 years | 15.66 | 29.53 | 53% |
| Returns for 5 years | 43.44 | 44.42 | 98% |
| Returns for 10 years | 104.52 | 71.77 | 146% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement