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AILIX vs JHEQX
AILIX vs JHEQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. AILIX (31.1M). AILIX pays higher dividends than JHEQX: AILIX (0.85) vs JHEQX (0.74). AILIX was incepted earlier than JHEQX: AILIX (5 years) vs JHEQX (12 years). AILIX (1.56) is less costly to investors than JHEQX (0.58). AILIX is a more actively managed with annual turnover of: 44.00 vs. JHEQX (20.00). AILIX has a lower initial minimum investment than JHEQX: AILIX (1000) vs JHEQX (1000000). AILIX annual gain was more profitable for investors over the last year : 15.20 vs. JHEQX (5.48).
| AILIX | JHEQX | AILIX / JHEQX | |
| Total Expense Ratio | 1.10 | 0.58 | 190% |
| Annual Report Gross Expense Ratio | 1.56 | 0.58 | 269% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 16.048 | 5.261 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 21.2B | 0% |
| Annual Yield % from dividends | 0.85 | 0.74 | 115% |
| Returns for 1 year | 15.20 | 5.48 | 277% |
| Returns for 3 years | 43.81 | 51.09 | 86% |
| Returns for 5 years | N/A | 55.25 | - |
| Returns for 10 years | N/A | 135.79 | - |
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