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JHEIX vs RMFEX
JHEIX vs RMFEX Comparison
Open Charts JHEIX vs RMFEX
JHancock Equity Income A
Price$18.03
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets302.63M
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
JHEIX vs RMFEX Comparison Chart
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JHEIX vs. RMFEX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.2B vs. JHEIX (303M). 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 : 1.70 vs. JHEIX (-8.08). RMFEX return over 5 years is better than : 52.96 vs. JHEIX (31.11).
| 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 | -3.845 | -3.507 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 96.2B | 0% |
| Annual Yield % from dividends | 1.50 | 1.61 | 93% |
| Returns for 1 year | -8.08 | 1.70 | -477% |
| Returns for 3 years | -13.06 | 8.21 | -159% |
| Returns for 5 years | 31.11 | 52.96 | 59% |
| Returns for 10 years | -3.21 | 57.52 | -6% |