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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: 21.1B vs. AILIX (33.7M). AILIX pays higher dividends than JHEQX: AILIX (0.79) vs JHEQX (0.64). AILIX was incepted earlier than JHEQX: AILIX (5 years) vs JHEQX (12 years). AILIX (1.76) is less costly to investors than JHEQX (0.57). JHEQX is a more actively managed with annual turnover of: 20.00 vs. AILIX (18.00). 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 : 16.81 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. AILIX (46.31).
| AILIX | JHEQX | AILIX / JHEQX | |
| Total Expense Ratio | 1.10 | 0.57 | 193% |
| Annual Report Gross Expense Ratio | 1.76 | 0.57 | 309% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.581 | 0.764 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 21.1B | 0% |
| Annual Yield % from dividends | 0.79 | 0.64 | 123% |
| Returns for 1 year | 16.81 | 7.60 | 221% |
| Returns for 3 years | 38.15 | 42.55 | 90% |
| Returns for 5 years | 46.31 | 50.53 | 92% |
| Returns for 10 years | N/A | 154.29 | - |
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