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JUEQX vs RWMFX
JUEQX vs RWMFX Comparison
Open Charts JUEQX vs RWMFX
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
JUEQX vs RWMFX Comparison Chart in %
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JUEQX 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 JUEQX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. JUEQX (32.7B). RWMFX pays higher dividends than JUEQX: RWMFX (1.48) vs JUEQX (0.44). JUEQX was incepted earlier than RWMFX: JUEQX (9 years) vs RWMFX (23 years). JUEQX (0.72) is less costly to investors than RWMFX (0.31). JUEQX is a more actively managed with annual turnover of: 53.00 vs. RWMFX (31.00). JUEQX has a lower initial minimum investment than RWMFX: JUEQX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. JUEQX (7.06). JUEQX return over 5 years is better than : 64.59 vs. RWMFX (56.79).
| JUEQX | RWMFX | JUEQX / RWMFX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.72 | 0.31 | 232% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.624 | 5.739 | 115% |
| 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 | 0.44 | 1.48 | 30% |
| Returns for 1 year | 7.06 | 7.88 | 90% |
| Returns for 3 years | 51.35 | 32.20 | 159% |
| Returns for 5 years | 64.59 | 56.79 | 114% |
| Returns for 10 years | N/A | 71.15 | - |