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JEQSX vs RWMEX
JEQSX vs RWMEX Comparison
Open Charts JEQSX vs RWMEX
Johnson Equity Income S
Price$38.56
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets708.37M
American Funds Washington Mutual R4
Price$66.24
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
JEQSX vs RWMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 206B vs. JEQSX (708M). RWMEX pays higher dividends than JEQSX: RWMEX (1.16) vs JEQSX (0.86). JEQSX was incepted earlier than RWMEX: JEQSX (2 years) vs RWMEX (23 years). JEQSX (1.00) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. JEQSX (20.64). RWMEX has a lower initial minimum investment than JEQSX: RWMEX (250) vs JEQSX (2000). RWMEX annual gain was more profitable for investors over the last year : 3.73 vs. JEQSX (-0.30).
| JEQSX | RWMEX | JEQSX / RWMEX | |
| Total Expense Ratio | 1.00 | 0.60 | 167% |
| Annual Report Gross Expense Ratio | 1.00 | 0.60 | 167% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 8.163 | 9.458 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 206B | 0% |
| Annual Yield % from dividends | 0.86 | 1.16 | 74% |
| Returns for 1 year | -0.30 | 3.73 | -8% |
| Returns for 3 years | N/A | 40.48 | - |
| Returns for 5 years | N/A | 48.33 | - |
| Returns for 10 years | N/A | 76.86 | - |
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