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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
JUEPX vs RWMFX Comparison Chart in %
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JUEPX vs. RWMFX commentary
Jul 07, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. JUEPX (32.7B). RWMFX pays higher dividends than JUEPX: RWMFX (1.48) vs JUEPX (0.22). 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: 53.00 vs. RWMFX (31.00). JUEPX has a lower initial minimum investment than RWMFX: JUEPX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. JUEPX (6.72). JUEPX return over 5 years is better than : 62.62 vs. RWMFX (56.79).
| 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 | 6.467 | 5.739 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 202B | 16% |
| Annual Yield % from dividends | 0.22 | 1.48 | 15% |
| Returns for 1 year | 6.72 | 7.88 | 85% |
| Returns for 3 years | 50.30 | 32.20 | 156% |
| Returns for 5 years | 62.62 | 56.79 | 110% |
| Returns for 10 years | N/A | 71.15 | - |
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