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FWMIX vs JHEIX
FWMIX vs JHEIX Comparison
Open Charts FWMIX vs JHEIX
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
JHancock Equity Income A
Price$13.60
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets584.37M
FWMIX vs JHEIX Comparison Chart in %
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FWMIX vs. JHEIX commentary
Dec 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 FWMIX is a Hold and JHEIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. JHEIX (584M). FWMIX pays higher dividends than JHEIX: FWMIX (1.42) vs JHEIX (1.27). FWMIX was incepted earlier than JHEIX: FWMIX (9 years) vs JHEIX (11 years). JHEIX (1.14) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. JHEIX (27.00). JHEIX has a lower initial minimum investment than FWMIX: JHEIX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.49 vs. JHEIX (-27.19). FWMIX return over 5 years is better than : 42.59 vs. JHEIX (-21.78).
| FWMIX | JHEIX | FWMIX / JHEIX | |
| Total Expense Ratio | 0.26 | 1.13 | 23% |
| Annual Report Gross Expense Ratio | 0.26 | 1.14 | 23% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 8.339 | -26.371 | -32% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 584M | 35,788% |
| Annual Yield % from dividends | 1.42 | 1.27 | 112% |
| Returns for 1 year | 6.49 | -27.19 | -24% |
| Returns for 3 years | 33.27 | -23.13 | -144% |
| Returns for 5 years | 42.59 | -21.78 | -196% |
| Returns for 10 years | N/A | -12.54 | - |
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