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JHERX vs RMFEX
JHERX vs RMFEX Comparison
Open Charts JHERX vs RMFEX
JHancock Equity Income C
Price$20.09
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets583.49M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
JHERX vs RMFEX Comparison Chart in %
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JHERX vs. RMFEX commentary
Oct 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. JHERX (583M). RMFEX pays higher dividends than JHERX: RMFEX (1.46) vs JHERX (0.75). JHERX was incepted earlier than RMFEX: JHERX (11 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 : 5.28 vs. JHERX (-5.60). RMFEX return over 5 years is better than : 59.52 vs. JHERX (26.54).
| JHERX | RMFEX | JHERX / RMFEX | |
| Total Expense Ratio | 1.83 | 0.62 | 295% |
| Annual Report Gross Expense Ratio | 1.84 | 0.62 | 297% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 7.729 | 13.941 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 111B | 1% |
| Annual Yield % from dividends | 0.75 | 1.46 | 51% |
| Returns for 1 year | -5.60 | 5.28 | -106% |
| Returns for 3 years | 8.60 | 40.09 | 21% |
| Returns for 5 years | 26.54 | 59.52 | 45% |
| Returns for 10 years | 13.96 | 98.84 | 14% |
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