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JUEPX vs RWMFX
JUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
JUEPX vs RWMFX Comparison Chart in %
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JUEPX vs. RWMFX commentary
Feb 04, 2026
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: 208B vs. JUEPX (34.3B). RWMFX pays higher dividends than JUEPX: RWMFX (1.45) vs JUEPX (0.18). JUEPX was incepted earlier than RWMFX: JUEPX (9 years) vs RWMFX (24 years). JUEPX (0.96) 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 : 6.84 vs. RWMFX (5.51). RWMFX (37.79) and JUEPX (37.45) have equivalent 5 years return.
| JUEPX | RWMFX | JUEPX / RWMFX | |
| Total Expense Ratio | 0.94 | 0.31 | 303% |
| Annual Report Gross Expense Ratio | 0.96 | 0.31 | 310% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -0.188 | 1.520 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.3B | 208B | 16% |
| Annual Yield % from dividends | 0.18 | 1.45 | 13% |
| Returns for 1 year | 6.84 | 5.51 | 124% |
| Returns for 3 years | 47.04 | 30.53 | 154% |
| Returns for 5 years | 37.45 | 37.79 | 99% |
| Returns for 10 years | N/A | 98.02 | - |
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