Interact to see
Advertisement
Advertisement
APLIX vs JHEQX
APLIX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.6B vs. APLIX (33.3M). JHEQX pays higher dividends than APLIX: JHEQX (0.73) vs APLIX (0.44). APLIX was incepted earlier than JHEQX: APLIX (5 years) vs JHEQX (12 years). APLIX (1.81) is less costly to investors than JHEQX (0.57). JHEQX is a more actively managed with annual turnover of: 20.00 vs. APLIX (18.00). APLIX has a lower initial minimum investment than JHEQX: APLIX (100) vs JHEQX (1000000). APLIX annual gain was more profitable for investors over the last year : 16.77 vs. JHEQX (6.10).
| APLIX | JHEQX | APLIX / JHEQX | |
| Total Expense Ratio | 1.35 | 0.57 | 237% |
| Annual Report Gross Expense Ratio | 1.81 | 0.57 | 318% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 18.413 | 8.570 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 21.6B | 0% |
| Annual Yield % from dividends | 0.44 | 0.73 | 60% |
| Returns for 1 year | 16.77 | 6.10 | 275% |
| Returns for 3 years | 36.93 | 50.27 | 73% |
| Returns for 5 years | N/A | 53.91 | - |
| Returns for 10 years | N/A | 141.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement