Interact to see
Advertisement
Advertisement
JEQSX vs RWMFX
JEQSX vs RWMFX Comparison
Open Charts JEQSX vs RWMFX
Johnson Equity Income S
Price$38.56
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets708.37M
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
JEQSX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. JEQSX (708M). RWMFX pays higher dividends than JEQSX: RWMFX (1.42) vs JEQSX (0.86). 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 : 4.12 vs. JEQSX (-0.30).
| 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 | 8.163 | 9.760 | 84% |
| 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 | 1.42 | 60% |
| Returns for 1 year | -0.30 | 4.12 | -7% |
| Returns for 3 years | N/A | 41.84 | - |
| Returns for 5 years | N/A | 50.29 | - |
| Returns for 10 years | N/A | 79.57 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement