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FWMIX vs OIEFX
FWMIX vs OIEFX Comparison
Open Charts FWMIX vs OIEFX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
JPMorgan Equity Income R2
Price$26.10
Change+$0.26 (+1.01%)
VolumeN/A
Net Assets43.73B
FWMIX vs OIEFX Comparison Chart in %
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FWMIX vs. OIEFX commentary
Dec 05, 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 FWMIX is a StrongBuy and OIEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. OIEFX (43.7B). FWMIX pays higher dividends than OIEFX: FWMIX (1.42) vs OIEFX (1.04). FWMIX was incepted earlier than OIEFX: FWMIX (9 years) vs OIEFX (15 years). OIEFX (1.21) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. OIEFX (20.00). OIEFX has a lower initial minimum investment than FWMIX: OIEFX (0) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.47 vs. OIEFX (-0.31). FWMIX (43.92) and OIEFX (43.18) have equivalent 5 years return.
| FWMIX | OIEFX | FWMIX / OIEFX | |
| Total Expense Ratio | 0.26 | 1.21 | 21% |
| Annual Report Gross Expense Ratio | 0.26 | 1.21 | 21% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 12.468 | 13.297 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 43.7B | 478% |
| Annual Yield % from dividends | 1.42 | 1.04 | 137% |
| Returns for 1 year | 5.47 | -0.31 | -1,777% |
| Returns for 3 years | 30.58 | 16.96 | 180% |
| Returns for 5 years | 43.92 | 43.18 | 102% |
| Returns for 10 years | N/A | 111.90 | - |
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