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JHERX vs RWMHX
JHERX vs RWMHX Comparison
Open Charts JHERX vs RWMHX
JHancock Equity Income C
Price$14.22
Change-$6.03 (-29.78%)
VolumeN/A
Net Assets586.05M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
JHERX vs RWMHX Comparison Chart in %
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JHERX vs. RWMHX commentary
Feb 05, 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 JHERX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. JHERX (586M). RWMHX pays higher dividends than JHERX: RWMHX (1.36) vs JHERX (0.73). JHERX was incepted earlier than RWMHX: JHERX (11 years) vs RWMHX (10 years). JHERX (1.86) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JHERX (27.00). RWMHX has a lower initial minimum investment than JHERX: RWMHX (250) vs JHERX (1000). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. JHERX (-26.50). RWMHX return over 5 years is better than : 37.20 vs. JHERX (-24.15).
| JHERX | RWMHX | JHERX / RWMHX | |
| Total Expense Ratio | 1.85 | 0.41 | 451% |
| Annual Report Gross Expense Ratio | 1.86 | 0.41 | 454% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 4.636 | 1.523 | 304% |
| Front Load | N/A | 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 | 0.73 | 1.36 | 53% |
| Returns for 1 year | -26.50 | 5.40 | -491% |
| Returns for 3 years | -24.89 | 30.10 | -83% |
| Returns for 5 years | -24.15 | 37.20 | -65% |
| Returns for 10 years | -4.13 | 96.94 | -4% |
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