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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart in %
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CAHEX vs. JHEQX commentary
Dec 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAHEX is a Hold and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.6B vs. CAHEX (798M). JHEQX pays higher dividends than CAHEX: JHEQX (0.73) vs CAHEX (0.21). CAHEX was incepted earlier than JHEQX: CAHEX (11 years) vs JHEQX (12 years). CAHEX (1.15) is less costly to investors than JHEQX (0.57). CAHEX (20.00) and JHEQX (20.00) have comparable annual turnover. CAHEX has a lower initial minimum investment than JHEQX: CAHEX (2500) vs JHEQX (1000000). CAHEX annual gain was more profitable for investors over the last year : 9.94 vs. JHEQX (6.10). JHEQX return over 5 years is better than : 53.91 vs. CAHEX (48.47).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | 1.15 | 0.57 | 202% |
| Annual Report Gross Expense Ratio | 1.15 | 0.57 | 202% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.659 | 8.570 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 21.6B | 4% |
| Annual Yield % from dividends | 0.21 | 0.73 | 29% |
| Returns for 1 year | 9.94 | 6.10 | 163% |
| Returns for 3 years | 48.28 | 50.27 | 96% |
| Returns for 5 years | 48.47 | 53.91 | 90% |
| Returns for 10 years | 104.49 | 141.84 | 74% |
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