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JHERX vs RMFEX
JHERX vs RMFEX Comparison
Open Charts JHERX vs RMFEX
JHancock Equity Income C
Price$19.53
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets320.45M
American Funds American Mutual R4
Price$58.76
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets107.25B
JHERX vs RMFEX Comparison Chart in %
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JHERX vs. RMFEX commentary
Jul 01, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. JHERX (320M). RMFEX pays higher dividends than JHERX: RMFEX (1.58) vs JHERX (0.84). 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 : 10.28 vs. JHERX (-1.25). RMFEX return over 5 years is better than : 66.81 vs. JHERX (35.73).
| 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 | 4.726 | 7.803 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 107B | 0% |
| Annual Yield % from dividends | 0.84 | 1.58 | 53% |
| Returns for 1 year | -1.25 | 10.28 | -12% |
| Returns for 3 years | 1.86 | 29.02 | 6% |
| Returns for 5 years | 35.73 | 66.81 | 53% |
| Returns for 10 years | 5.22 | 83.20 | 6% |
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