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JHEIX vs RWMHX
JHEIX vs RWMHX Comparison
Open Charts JHEIX vs RWMHX
JHancock Equity Income A
Price$20.30
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets594.23M
American Funds Washington Mutual R5E
Price$67.67
Change+$0.46 (+0.68%)
VolumeN/A
Net Assets209.78B
JHEIX vs RWMHX Comparison Chart in %
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JHEIX vs. RWMHX 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 RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 210B vs. JHEIX (594M). RWMHX (1.33) and JHEIX (1.29) have matching dividends . JHEIX was incepted earlier than RWMHX: JHEIX (11 years) vs RWMHX (10 years). JHEIX (1.14) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (22.00). RWMHX has a lower initial minimum investment than JHEIX: RWMHX (250) vs JHEIX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.81 vs. JHEIX (-2.76). RWMHX return over 5 years is better than : 52.66 vs. JHEIX (30.49).
| JHEIX | RWMHX | JHEIX / RWMHX | |
| Total Expense Ratio | 1.13 | 0.41 | 276% |
| Annual Report Gross Expense Ratio | 1.14 | 0.41 | 278% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 9.902 | 11.358 | 87% |
| 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 | 1.33 | 97% |
| Returns for 1 year | -2.76 | 6.81 | -40% |
| Returns for 3 years | 8.61 | 39.02 | 22% |
| Returns for 5 years | 30.49 | 52.66 | 58% |
| Returns for 10 years | 19.20 | N/A | - |
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