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JHERX vs RMFEX
JHERX vs RMFEX Comparison
Open Charts JHERX vs RMFEX
JHancock Equity Income C
Price$19.85
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets323.89M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JHERX vs RMFEX Comparison Chart in %
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JHERX vs. RMFEX commentary
Jul 07, 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: 109B vs. JHERX (324M). RMFEX pays higher dividends than JHERX: RMFEX (1.53) vs JHERX (0.95). 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 : 11.81 vs. JHERX (0.32). RMFEX return over 5 years is better than : 64.33 vs. JHERX (33.53).
| 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 | 6.442 | 9.748 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 109B | 0% |
| Annual Yield % from dividends | 0.95 | 1.53 | 62% |
| Returns for 1 year | 0.32 | 11.81 | 3% |
| Returns for 3 years | 3.58 | 30.45 | 12% |
| Returns for 5 years | 33.53 | 64.33 | 52% |
| Returns for 10 years | 6.84 | 86.20 | 8% |