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JHEIX vs RWEBX
JHEIX vs RWEBX Comparison
Open Charts JHEIX vs RWEBX
JHancock Equity Income A
Price$19.74
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets570.42M
American Funds Washington Mutual R2E
Price$65.77
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
JHEIX vs RWEBX Comparison Chart in %
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JHEIX vs. RWEBX commentary
Nov 20, 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 Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. JHEIX (570M). JHEIX pays higher dividends than RWEBX: JHEIX (1.30) 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 : 3.78 vs. JHEIX (-6.08). RWEBX return over 5 years is better than : 40.82 vs. JHEIX (18.33).
| 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 | 7.249 | 8.175 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 204B | 0% |
| Annual Yield % from dividends | 1.30 | 0.76 | 172% |
| Returns for 1 year | -6.08 | 3.78 | -161% |
| Returns for 3 years | 1.11 | 27.15 | 4% |
| Returns for 5 years | 18.33 | 40.82 | 45% |
| Returns for 10 years | 15.22 | 66.81 | 23% |
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