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JHEIX vs RWMHX
JHEIX vs RWMHX Comparison
Open Charts JHEIX vs RWMHX
JHancock Equity Income A
Price$19.74
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets570.42M
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
JHEIX vs RWMHX Comparison Chart in %
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JHEIX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. JHEIX (570M). RWMHX (1.33) and JHEIX (1.30) 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 : 4.48 vs. JHEIX (-6.08). RWMHX return over 5 years is better than : 44.42 vs. JHEIX (18.33).
| 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 | 7.249 | 8.808 | 82% |
| 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 | 1.33 | 98% |
| Returns for 1 year | -6.08 | 4.48 | -136% |
| Returns for 3 years | 1.11 | 29.53 | 4% |
| Returns for 5 years | 18.33 | 44.42 | 41% |
| Returns for 10 years | 15.22 | 71.77 | 21% |
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