Interact to see
Advertisement
Advertisement
AALIX vs JHQAX
AALIX vs JHQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.6B vs. AALIX (33.2M). JHQAX pays higher dividends than AALIX: JHQAX (0.49) vs AALIX (0.46). AALIX was incepted earlier than JHQAX: AALIX (5 years) vs JHQAX (12 years). AALIX (1.66) is less costly to investors than JHQAX (0.82). JHQAX is a more actively managed with annual turnover of: 20.00 vs. AALIX (18.00). JHQAX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than JHQAX: AALIX (0) vs JHQAX (1000). AALIX annual gain was more profitable for investors over the last year : 16.53 vs. JHQAX (5.86).
| AALIX | JHQAX | AALIX / JHQAX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.66 | 0.82 | 202% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 18.278 | 8.365 | 218% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 21.6B | 0% |
| Annual Yield % from dividends | 0.46 | 0.49 | 93% |
| Returns for 1 year | 16.53 | 5.86 | 282% |
| Returns for 3 years | 37.06 | 49.18 | 75% |
| Returns for 5 years | N/A | 52.46 | - |
| Returns for 10 years | N/A | 136.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement