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JEQSX vs RWMFX
JEQSX vs RWMFX Comparison
Open Charts JEQSX vs RWMFX
Johnson Equity Income S
Price$38.27
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets697.23M
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
JEQSX vs RWMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. JEQSX (697M). RWMFX pays higher dividends than JEQSX: RWMFX (1.43) vs JEQSX (0.87). JEQSX was incepted earlier than RWMFX: JEQSX (2 years) vs RWMFX (23 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). RWMFX annual gain was more profitable for investors over the last year : 9.85 vs. JEQSX (3.43).
| 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 | 23 years | - |
| Gain YTD | 7.349 | 8.475 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 205B | 0% |
| Annual Yield % from dividends | 0.87 | 1.43 | 61% |
| Returns for 1 year | 3.43 | 9.85 | 35% |
| Returns for 3 years | N/A | 30.71 | - |
| Returns for 5 years | N/A | 51.83 | - |
| Returns for 10 years | N/A | 85.03 | - |
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