JHEIX
Price
$15.82
Change
+$0.06 (+0.38%)
Updated
Jul 31 closing price
Net Assets
514.45M
RWMHX
Price
$67.78
Change
-$0.02 (-0.03%)
Updated
Jul 31 closing price
Net Assets
219.02B
Interact to see
Advertisement

JHEIX vs RWMHX

JHEIX vs RWMHX Comparison Chart in %
View a ticker or compare two or three
VS
JHEIX vs. RWMHX commentary
Aug 03, 2026

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 RWMHX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. JHEIX (514M). RWMHX pays higher dividends than JHEIX: RWMHX (1.34) vs JHEIX (0.68). JHEIX was incepted earlier than RWMHX: JHEIX (11 years) vs RWMHX (11 years). JHEIX (1.16) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (27.00). 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 : 6.89 vs. JHEIX (-17.31). RWMHX return over 5 years is better than : 28.22 vs. JHEIX (-22.85).
JHEIXRWMHXJHEIX / RWMHX
Total Expense Ratio1.140.41278%
Annual Report Gross Expense Ratio1.160.41283%
Fund Existence11 years11 years-
Gain YTD17.6384.962355%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets514M219B0%
Annual Yield % from dividends0.681.3451%
Returns for 1 year-17.316.89-251%
Returns for 3 years-14.7027.59-53%
Returns for 5 years-22.8528.22-81%
Returns for 10 years-3.1579.60-4%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MCLRX17.720.11
+0.62%
BlackRock Advantage Large Cap Core Inv C
TCEPX51.580.29
+0.57%
Nuveen Equity Index Premier
SCJCX7.790.04
+0.52%
Steward Covered Call Income C
MFWLX18.27-0.05
-0.27%
MFS Global Total Return R6
HNMVX33.98-0.14
-0.41%
Harbor Mid Cap Value Retirement