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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: 21.2B vs. APLIX (31.1M). JHEQX pays higher dividends than APLIX: JHEQX (0.74) vs APLIX (0.45). APLIX was incepted earlier than JHEQX: APLIX (5 years) vs JHEQX (12 years). APLIX (1.81) is less costly to investors than JHEQX (0.58). APLIX is a more actively managed with annual turnover of: 44.00 vs. JHEQX (20.00). 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 : 14.30 vs. JHEQX (5.10).
| APLIX | JHEQX | APLIX / JHEQX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.81 | 0.58 | 312% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 14.817 | 4.654 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 21.2B | 0% |
| Annual Yield % from dividends | 0.45 | 0.74 | 61% |
| Returns for 1 year | 14.30 | 5.10 | 281% |
| Returns for 3 years | 41.60 | 50.73 | 82% |
| Returns for 5 years | N/A | 53.30 | - |
| Returns for 10 years | N/A | 135.77 | - |
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