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JEQSX vs RWMEX
JEQSX vs RWMEX Comparison
Open Charts JEQSX vs RWMEX
Johnson Equity Income S
Price$39.32
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets726.84M
American Funds Washington Mutual R4
Price$66.09
Change-$0.21 (-0.32%)
VolumeN/A
Net Assets208.21B
JEQSX vs RWMEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 208B vs. JEQSX (727M). RWMEX pays higher dividends than JEQSX: RWMEX (1.21) vs JEQSX (0.71). JEQSX was incepted earlier than RWMEX: JEQSX (2 years) vs RWMEX (24 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). JEQSX annual gain was more profitable for investors over the last year : 10.89 vs. RWMEX (10.09).
| 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 | 24 years | - |
| Gain YTD | 2.298 | 2.275 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 208B | 0% |
| Annual Yield % from dividends | 0.71 | 1.21 | 58% |
| Returns for 1 year | 10.89 | 10.09 | 108% |
| Returns for 3 years | N/A | 30.52 | - |
| Returns for 5 years | N/A | 37.33 | - |
| Returns for 10 years | N/A | 99.40 | - |
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