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JHERX vs RMFEX
JHERX vs RMFEX Comparison
Open Charts JHERX vs RMFEX
JHancock Equity Income C
Price$18.66
Change-$0.81 (-4.16%)
VolumeN/A
Net Assets633.15M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JHERX vs RMFEX Comparison Chart
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JHERX vs. RMFEX commentary
Apr 04, 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 JHERX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JHERX (633M). RMFEX pays higher dividends than JHERX: RMFEX (1.61) vs JHERX (0.83). JHERX was incepted earlier than RMFEX: JHERX (10 years) vs RMFEX (23 years). JHERX (1.84) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JHERX (22.00). RMFEX has a lower initial minimum investment than JHERX: RMFEX (250) vs JHERX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. JHERX (-2.24). RMFEX return over 5 years is better than : 78.86 vs. JHERX (54.67).
| JHERX | RMFEX | JHERX / RMFEX | |
| Total Expense Ratio | 1.83 | 0.62 | 295% |
| Annual Report Gross Expense Ratio | 1.84 | 0.62 | 297% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.025 | 2.891 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 103B | 1% |
| Annual Yield % from dividends | 0.83 | 1.61 | 51% |
| Returns for 1 year | -2.24 | 7.10 | -32% |
| Returns for 3 years | -9.28 | 12.51 | -74% |
| Returns for 5 years | 54.67 | 78.86 | 69% |
| Returns for 10 years | 2.54 | 70.99 | 4% |
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