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FWMIX vs JHERX
FWMIX vs JHERX Comparison
Open Charts FWMIX vs JHERX
American Funds Washington Mutual F3
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
JHancock Equity Income C
Price$20.63
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets583.88M
FWMIX vs JHERX Comparison Chart in %
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FWMIX vs. JHERX commentary
Dec 05, 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 StrongBuy and JHERX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. JHERX (584M). FWMIX pays higher dividends than JHERX: FWMIX (1.42) vs JHERX (0.74). FWMIX was incepted earlier than JHERX: FWMIX (9 years) vs JHERX (11 years). JHERX (1.84) is less costly to investors than FWMIX (0.26). FWMIX is a more actively managed with annual turnover of: 29.00 vs. JHERX (22.00). JHERX has a lower initial minimum investment than FWMIX: JHERX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.47 vs. JHERX (-4.44). FWMIX return over 5 years is better than : 43.92 vs. JHERX (12.33).
| FWMIX | JHERX | FWMIX / JHERX | |
| Total Expense Ratio | 0.26 | 1.83 | 14% |
| Annual Report Gross Expense Ratio | 0.26 | 1.84 | 14% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 12.468 | 10.625 | 117% |
| Front Load | N/A | N/A | - |
| 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 | 0.74 | 193% |
| Returns for 1 year | 5.47 | -4.44 | -123% |
| Returns for 3 years | 30.58 | -0.14 | -21,581% |
| Returns for 5 years | 43.92 | 12.33 | 356% |
| Returns for 10 years | N/A | 15.24 | - |
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