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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
JUEPX vs RWMFX Comparison Chart in %
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JUEPX vs. RWMFX commentary
Oct 19, 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 JUEPX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. JUEPX (35B). RWMFX pays higher dividends than JUEPX: RWMFX (1.42) vs JUEPX (0.18). JUEPX was incepted earlier than RWMFX: JUEPX (9 years) vs RWMFX (23 years). JUEPX (0.97) is less costly to investors than RWMFX (0.31). JUEPX is a more actively managed with annual turnover of: 39.00 vs. RWMFX (29.00). JUEPX has a lower initial minimum investment than RWMFX: JUEPX (0) vs RWMFX (250). JUEPX annual gain was more profitable for investors over the last year : 5.70 vs. RWMFX (4.12). JUEPX (52.73) and RWMFX (50.29) have equivalent 5 years return.
| JUEPX | RWMFX | JUEPX / RWMFX | |
| Total Expense Ratio | 0.94 | 0.31 | 303% |
| Annual Report Gross Expense Ratio | 0.97 | 0.31 | 313% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.691 | 9.760 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 206B | 17% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 5.70 | 4.12 | 138% |
| Returns for 3 years | 63.55 | 41.84 | 152% |
| Returns for 5 years | 52.73 | 50.29 | 105% |
| Returns for 10 years | N/A | 79.57 | - |
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