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OIEFX vs RWEBX
OIEFX vs RWEBX Comparison
Open Charts OIEFX vs RWEBX
JPMorgan Equity Income R2
Price$25.37
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets43.04B
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
OIEFX vs RWEBX Comparison Chart in %
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OIEFX vs. RWEBX commentary
Oct 18, 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 OIEFX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. OIEFX (43B). OIEFX pays higher dividends than RWEBX: OIEFX (1.13) vs RWEBX (0.76). OIEFX was incepted earlier than RWEBX: OIEFX (15 years) vs RWEBX (11 years). OIEFX (1.21) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. OIEFX (20.00). OIEFX has a lower initial minimum investment than RWEBX: OIEFX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 3.29 vs. OIEFX (-0.89). OIEFX return over 5 years is better than : 50.14 vs. RWEBX (45.88).
| OIEFX | RWEBX | OIEFX / RWEBX | |
| Total Expense Ratio | 1.21 | 1.06 | 114% |
| Annual Report Gross Expense Ratio | 1.21 | 1.06 | 114% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 10.034 | 9.079 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43B | 206B | 21% |
| Annual Yield % from dividends | 1.13 | 0.76 | 149% |
| Returns for 1 year | -0.89 | 3.29 | -27% |
| Returns for 3 years | 26.24 | 38.78 | 68% |
| Returns for 5 years | 50.14 | 45.88 | 109% |
| Returns for 10 years | 111.46 | 73.45 | 152% |
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