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OIEPX vs RWMHX
OIEPX vs RWMHX Comparison
Open Charts OIEPX vs RWMHX
JPMorgan Equity Income R3
Price$25.24
Change-$0.27 (-1.06%)
VolumeN/A
Net Assets44.17B
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
OIEPX vs RWMHX Comparison Chart in %
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OIEPX vs. RWMHX 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 OIEPX is a StrongBuy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. OIEPX (44.2B). RWMHX (1.36) and OIEPX (1.35) have matching dividends . OIEPX was incepted earlier than RWMHX: OIEPX (9 years) vs RWMHX (10 years). OIEPX (0.95) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OIEPX (20.00). OIEPX has a lower initial minimum investment than RWMHX: OIEPX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. OIEPX (4.86). RWMHX (37.20) and OIEPX (36.83) have equivalent 5 years return.
| OIEPX | RWMHX | OIEPX / RWMHX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 0.95 | 0.41 | 232% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 4.780 | 1.523 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2B | 208B | 21% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | 4.86 | 5.40 | 90% |
| Returns for 3 years | 17.93 | 30.10 | 60% |
| Returns for 5 years | 36.83 | 37.20 | 99% |
| Returns for 10 years | N/A | 96.94 | - |
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