Interact to see
Advertisement
Advertisement
OIEPX vs RWMHX
OIEPX vs RWMHX Comparison
Open Charts OIEPX vs RWMHX
JPMorgan Equity Income R3
Price$25.35
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets42.65B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
OIEPX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIEPX 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 OIEPX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. OIEPX (42.7B). OIEPX (1.38) and RWMHX (1.33) have matching dividends . OIEPX was incepted earlier than RWMHX: OIEPX (9 years) vs RWMHX (10 years). OIEPX (0.95) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OIEPX (20.00). OIEPX has a lower initial minimum investment than RWMHX: OIEPX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. OIEPX (-1.93). OIEPX (44.27) and RWMHX (43.18) have equivalent 5 years return.
| OIEPX | RWMHX | OIEPX / RWMHX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 0.95 | 0.41 | 232% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 9.702 | 8.429 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 204B | 21% |
| Annual Yield % from dividends | 1.38 | 1.33 | 104% |
| Returns for 1 year | -1.93 | 3.91 | -49% |
| Returns for 3 years | 16.54 | 29.08 | 57% |
| Returns for 5 years | 44.27 | 43.18 | 103% |
| Returns for 10 years | N/A | 71.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement