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AALIX vs JHTAX
AALIX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.8B vs. AALIX (32.4M). JHTAX (0.47) and AALIX (0.46) have matching dividends . AALIX was incepted earlier than JHTAX: AALIX (5 years) vs JHTAX (5 years). AALIX (1.66) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. AALIX (44.00). JHTAX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than JHTAX: AALIX (0) vs JHTAX (1000). AALIX annual gain was more profitable for investors over the last year : 16.02 vs. JHTAX (6.26).
| AALIX | JHTAX | AALIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.66 | 0.85 | 195% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 17.751 | 8.658 | 205% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 2.8B | 1% |
| Annual Yield % from dividends | 0.46 | 0.47 | 97% |
| Returns for 1 year | 16.02 | 6.26 | 256% |
| Returns for 3 years | 36.45 | 43.49 | 84% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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