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JLPCX vs RWMFX
JLPCX vs RWMFX Comparison
Open Charts JLPCX vs RWMFX
JPMorgan US Large Cap Core Plus C
Price$16.58
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets3.48B
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
JLPCX vs RWMFX Comparison Chart in %
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JLPCX vs. RWMFX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JLPCX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. JLPCX (3.48B). RWMFX pays higher dividends than JLPCX: RWMFX (1.43) vs JLPCX (0.00). JLPCX was incepted earlier than RWMFX: JLPCX (20 years) vs RWMFX (23 years). JLPCX (2.51) is less costly to investors than RWMFX (0.31). JLPCX is a more actively managed with annual turnover of: 109.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than JLPCX: RWMFX (250) vs JLPCX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. JLPCX (6.97). RWMFX return over 5 years is better than : 50.81 vs. JLPCX (-34.70).
| JLPCX | RWMFX | JLPCX / RWMFX | |
| Total Expense Ratio | 2.21 | 0.31 | 713% |
| Annual Report Gross Expense Ratio | 2.51 | 0.31 | 810% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.151 | 8.213 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 205B | 2% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 6.97 | 7.95 | 88% |
| Returns for 3 years | 2.66 | 34.82 | 8% |
| Returns for 5 years | -34.70 | 50.81 | -68% |
| Returns for 10 years | -39.95 | 83.34 | -48% |
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