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JHEIX vs RWMHX
JHEIX vs RWMHX Comparison
Open Charts JHEIX vs RWMHX
JHancock Equity Income A
Price$14.14
Change-$6.03 (-29.90%)
VolumeN/A
Net Assets586.05M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
JHEIX vs RWMHX Comparison Chart in %
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JHEIX vs. RWMHX commentary
Feb 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. JHEIX (586M). RWMHX pays higher dividends than JHEIX: RWMHX (1.36) vs JHEIX (1.28). JHEIX was incepted earlier than RWMHX: JHEIX (11 years) vs RWMHX (10 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 : 5.40 vs. JHEIX (-26.14). RWMHX return over 5 years is better than : 37.20 vs. JHEIX (-22.27).
| JHEIX | RWMHX | JHEIX / RWMHX | |
| Total Expense Ratio | 1.14 | 0.41 | 278% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 4.741 | 1.523 | 311% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 208B | 0% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | -26.14 | 5.40 | -484% |
| Returns for 3 years | -23.48 | 30.10 | -78% |
| Returns for 5 years | -22.27 | 37.20 | -60% |
| Returns for 10 years | -0.28 | 96.94 | -0% |
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