JUEPX
Price
$27.66
Change
-$0.12 (-0.43%)
Updated
Sep 25 closing price
Net Assets
35.43B
RWMFX
Price
$66.35
Change
-$0.38 (-0.57%)
Updated
Sep 25 closing price
Net Assets
207.3B
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JUEPX vs RWMFX

Header iconJUEPX vs RWMFX Comparison
Open Charts JUEPX vs RWMFXBanner chart's image
JPMorgan US Equity R3
Price$27.66
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets35.43B
American Funds Washington Mutual R5
Price$66.35
Change-$0.38 (-0.57%)
VolumeN/A
Net Assets207.3B
JUEPX vs RWMFX Comparison Chart in %
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JUEPX vs. RWMFX commentary
Sep 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. JUEPX (35.4B). RWMFX pays higher dividends than JUEPX: RWMFX (1.43) vs JUEPX (0.21). 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 (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 : 9.29 vs. RWMFX (5.03). JUEPX return over 5 years is better than : 62.55 vs. RWMFX (56.65).
JUEPXRWMFXJUEPX / RWMFX
Total Expense Ratio0.940.31303%
Annual Report Gross Expense Ratio0.970.31313%
Fund Existence9 years23 years-
Gain YTD13.0609.070144%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets35.4B207B17%
Annual Yield % from dividends0.211.4315%
Returns for 1 year9.295.03185%
Returns for 3 years65.5445.43144%
Returns for 5 years62.5556.65110%
Returns for 10 yearsN/A92.75-
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