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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 (29.3M). AILIX pays higher dividends than JHEQX: AILIX (0.90) vs JHEQX (0.73). 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 (37.00). 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 : 18.30 vs. JHEQX (9.52).
| 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 | 13.802 | 3.786 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 21.2B | 0% |
| Annual Yield % from dividends | 0.90 | 0.73 | 124% |
| Returns for 1 year | 18.30 | 9.52 | 192% |
| Returns for 3 years | 37.87 | 40.26 | 94% |
| Returns for 5 years | N/A | 55.32 | - |
| Returns for 10 years | N/A | 131.62 | - |
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