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OIEFX vs RWMHX
OIEFX vs RWMHX Comparison
Open Charts OIEFX vs RWMHX
JPMorgan Equity Income R2
Price$25.37
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets43.29B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
OIEFX vs RWMHX Comparison Chart in %
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OIEFX vs. RWMHX commentary
Oct 19, 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: 207B vs. OIEFX (43.3B). RWMHX pays higher dividends than OIEFX: RWMHX (1.33) vs OIEFX (1.13). 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 : 3.99 vs. OIEFX (-0.89). OIEFX (50.14) and RWMHX (49.64) 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 | 10.034 | 9.663 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 207B | 21% |
| Annual Yield % from dividends | 1.13 | 1.33 | 85% |
| Returns for 1 year | -0.89 | 3.99 | -22% |
| Returns for 3 years | 26.24 | 41.40 | 63% |
| Returns for 5 years | 50.14 | 49.64 | 101% |
| Returns for 10 years | 111.46 | N/A | - |
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