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JHERX vs RMFEX
JHERX vs RMFEX Comparison
Open Charts JHERX vs RMFEX
JHancock Equity Income C
Price$20.63
Change+$0.20 (+0.98%)
VolumeN/A
Net Assets583.88M
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
JHERX vs RMFEX Comparison Chart in %
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JHERX vs. RMFEX 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 JHERX is a Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. JHERX (584M). RMFEX pays higher dividends than JHERX: RMFEX (1.43) vs JHERX (0.74). 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 : 6.59 vs. JHERX (-4.44). RMFEX return over 5 years is better than : 54.35 vs. JHERX (12.33).
| 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 | 10.625 | 15.801 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 112B | 1% |
| Annual Yield % from dividends | 0.74 | 1.43 | 52% |
| Returns for 1 year | -4.44 | 6.59 | -67% |
| Returns for 3 years | -0.14 | 28.84 | -0% |
| Returns for 5 years | 12.33 | 54.35 | 23% |
| Returns for 10 years | 15.24 | 98.05 | 16% |
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