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ADOIX vs JHEQX
ADOIX vs JHEQX Comparison Chart in %
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ADOIX vs. JHEQX commentary
Feb 04, 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 ADOIX is a StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. ADOIX (56.7M). JHEQX pays higher dividends than ADOIX: JHEQX (0.64) vs ADOIX (0.34). ADOIX was incepted earlier than JHEQX: ADOIX (11 years) vs JHEQX (12 years). ADOIX (2.04) is less costly to investors than JHEQX (0.57). ADOIX is a more actively managed with annual turnover of: 26.00 vs. JHEQX (20.00). ADOIX has a lower initial minimum investment than JHEQX: ADOIX (5000) vs JHEQX (1000000). ADOIX annual gain was more profitable for investors over the last year : 8.77 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. ADOIX (-13.42).
| ADOIX | JHEQX | ADOIX / JHEQX | |
| Total Expense Ratio | 1.96 | 0.57 | 344% |
| Annual Report Gross Expense Ratio | 2.04 | 0.57 | 358% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 0.106 | 0.764 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.7M | 21.1B | 0% |
| Annual Yield % from dividends | 0.34 | 0.64 | 53% |
| Returns for 1 year | 8.77 | 7.60 | 115% |
| Returns for 3 years | 12.91 | 42.55 | 30% |
| Returns for 5 years | -13.42 | 50.53 | -27% |
| Returns for 10 years | 28.59 | 154.29 | 19% |
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