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APLIX vs JHEQX
APLIX vs JHEQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. APLIX (33.7M). JHEQX pays higher dividends than APLIX: JHEQX (0.64) vs APLIX (0.40). APLIX was incepted earlier than JHEQX: APLIX (5 years) vs JHEQX (12 years). APLIX (2.01) 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 : 16.57 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. APLIX (44.61).
| APLIX | JHEQX | APLIX / JHEQX | |
| Total Expense Ratio | 1.35 | 0.57 | 237% |
| Annual Report Gross Expense Ratio | 2.01 | 0.57 | 353% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.578 | 0.764 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 21.1B | 0% |
| Annual Yield % from dividends | 0.40 | 0.64 | 62% |
| Returns for 1 year | 16.57 | 7.60 | 218% |
| Returns for 3 years | 37.17 | 42.55 | 87% |
| Returns for 5 years | 44.61 | 50.53 | 88% |
| Returns for 10 years | N/A | 154.29 | - |
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