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JEQSX vs RWMFX
JEQSX vs RWMFX Comparison
Open Charts JEQSX vs RWMFX
Johnson Equity Income S
Price$39.66
Change+$0.81 (+2.08%)
VolumeN/A
Net Assets730.04M
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
JEQSX vs RWMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. JEQSX (730M). RWMFX pays higher dividends than JEQSX: RWMFX (1.45) vs JEQSX (0.68). JEQSX was incepted earlier than RWMFX: JEQSX (2 years) vs RWMFX (24 years). JEQSX (1.00) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. JEQSX (20.64). RWMFX has a lower initial minimum investment than JEQSX: RWMFX (250) vs JEQSX (2000). JEQSX annual gain was more profitable for investors over the last year : 8.26 vs. RWMFX (5.51).
| JEQSX | RWMFX | JEQSX / RWMFX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | 3.578 | 1.520 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 208B | 0% |
| Annual Yield % from dividends | 0.68 | 1.45 | 47% |
| Returns for 1 year | 8.26 | 5.51 | 150% |
| Returns for 3 years | N/A | 30.53 | - |
| Returns for 5 years | N/A | 37.79 | - |
| Returns for 10 years | N/A | 98.02 | - |
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