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ADOIX vs JHEQX
ADOIX vs JHEQX Comparison Chart in %
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ADOIX vs. JHEQX commentary
Jul 07, 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 ADOIX is a StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. ADOIX (64.8M). JHEQX pays higher dividends than ADOIX: JHEQX (0.75) vs ADOIX (0.10). ADOIX was incepted earlier than JHEQX: ADOIX (10 years) vs JHEQX (12 years). ADOIX (2.04) is less costly to investors than JHEQX (0.58). ADOIX is a more actively managed with annual turnover of: 577.00 vs. JHEQX (37.00). ADOIX has a lower initial minimum investment than JHEQX: ADOIX (5000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 7.15 vs. ADOIX (-12.59). JHEQX return over 5 years is better than : 57.30 vs. ADOIX (0.26).
| ADOIX | JHEQX | ADOIX / JHEQX | |
| Total Expense Ratio | 1.96 | 0.58 | 338% |
| Annual Report Gross Expense Ratio | 2.04 | 0.58 | 352% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 3.811 | 1.151 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.8M | 21.3B | 0% |
| Annual Yield % from dividends | 0.10 | 0.75 | 13% |
| Returns for 1 year | -12.59 | 7.15 | -176% |
| Returns for 3 years | -2.85 | 39.78 | -7% |
| Returns for 5 years | 0.26 | 57.30 | 0% |
| Returns for 10 years | 14.10 | 118.62 | 12% |