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OIEFX vs RWEBX
OIEFX vs RWEBX Comparison
Open Charts OIEFX vs RWEBX
JPMorgan Equity Income R2
Price$25.10
Change-$0.28 (-1.10%)
VolumeN/A
Net Assets44.1B
American Funds Washington Mutual R2E
Price$65.66
Change-$1.07 (-1.60%)
VolumeN/A
Net Assets208.21B
OIEFX vs RWEBX Comparison Chart in %
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OIEFX vs. RWEBX 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 OIEFX is a StrongBuy and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. OIEFX (44.1B). OIEFX pays higher dividends than RWEBX: OIEFX (1.13) vs RWEBX (0.78). OIEFX was incepted earlier than RWEBX: OIEFX (15 years) vs RWEBX (11 years). OIEFX (1.20) 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 (4.66) and OIEFX (4.55) have marching annual gain over last year. OIEFX return over 5 years is better than : 35.31 vs. RWEBX (33.53).
| OIEFX | RWEBX | OIEFX / RWEBX | |
| Total Expense Ratio | 1.20 | 1.06 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 1.06 | 113% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 4.741 | 1.452 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 208B | 21% |
| Annual Yield % from dividends | 1.13 | 0.78 | 144% |
| Returns for 1 year | 4.55 | 4.66 | 98% |
| Returns for 3 years | 17.01 | 27.48 | 62% |
| Returns for 5 years | 35.31 | 33.53 | 105% |
| Returns for 10 years | 125.51 | 91.10 | 138% |
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