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JHEIX vs RWEBX
JHEIX vs RWEBX Comparison
Open Charts JHEIX vs RWEBX
JHancock Equity Income A
Price$20.30
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets594.23M
American Funds Washington Mutual R2E
Price$67.34
Change+$0.46 (+0.69%)
VolumeN/A
Net Assets209.78B
JHEIX vs RWEBX Comparison Chart in %
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JHEIX vs. RWEBX commentary
Oct 27, 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 StrongBuy and RWEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 210B vs. JHEIX (594M). JHEIX pays higher dividends than RWEBX: JHEIX (1.29) vs RWEBX (0.76). JHEIX was incepted earlier than RWEBX: JHEIX (11 years) vs RWEBX (11 years). JHEIX (1.14) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (22.00). RWEBX has a lower initial minimum investment than JHEIX: RWEBX (250) vs JHEIX (1000). RWEBX annual gain was more profitable for investors over the last year : 6.09 vs. JHEIX (-2.76). RWEBX return over 5 years is better than : 48.85 vs. JHEIX (30.49).
| JHEIX | RWEBX | JHEIX / RWEBX | |
| Total Expense Ratio | 1.13 | 1.06 | 107% |
| Annual Report Gross Expense Ratio | 1.14 | 1.06 | 108% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 9.902 | 10.757 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 210B | 0% |
| Annual Yield % from dividends | 1.29 | 0.76 | 171% |
| Returns for 1 year | -2.76 | 6.09 | -45% |
| Returns for 3 years | 8.61 | 36.45 | 24% |
| Returns for 5 years | 30.49 | 48.85 | 62% |
| Returns for 10 years | 19.20 | 72.56 | 26% |
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