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JHEIX vs RMFEX
JHEIX vs RMFEX Comparison
Open Charts JHEIX vs RMFEX
JHancock Equity Income A
Price$19.37
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets740.68M
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
JHEIX vs RMFEX Comparison Chart
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JHEIX vs. RMFEX commentary
Apr 03, 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 JHEIX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. JHEIX (741M). RMFEX pays higher dividends than JHEIX: RMFEX (1.61) vs JHEIX (1.50). JHEIX was incepted earlier than RMFEX: JHEIX (10 years) vs RMFEX (23 years). JHEIX (1.14) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JHEIX (22.00). RMFEX has a lower initial minimum investment than JHEIX: RMFEX (250) vs JHEIX (1000). RMFEX annual gain was more profitable for investors over the last year : 6.88 vs. JHEIX (-2.08). RMFEX return over 5 years is better than : 78.86 vs. JHEIX (57.06).
| JHEIX | RMFEX | JHEIX / RMFEX | |
| Total Expense Ratio | 1.13 | 0.62 | 182% |
| Annual Report Gross Expense Ratio | 1.14 | 0.62 | 184% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.581 | 2.891 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 102B | 1% |
| Annual Yield % from dividends | 1.50 | 1.61 | 93% |
| Returns for 1 year | -2.08 | 6.88 | -30% |
| Returns for 3 years | -8.79 | 12.57 | -70% |
| Returns for 5 years | 57.06 | 78.86 | 72% |
| Returns for 10 years | 6.31 | 72.06 | 9% |