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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart in %
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CAHEX vs. JHEQX commentary
Feb 04, 2026
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 Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. CAHEX (822M). JHEQX pays higher dividends than CAHEX: JHEQX (0.64) vs CAHEX (0.15). 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). JHEQX is a more actively managed with annual turnover of: 20.00 vs. CAHEX (10.00). 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 : 10.64 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. CAHEX (46.01).
| 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 | 0.783 | 0.764 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 21.1B | 4% |
| Annual Yield % from dividends | 0.15 | 0.64 | 23% |
| Returns for 1 year | 10.64 | 7.60 | 140% |
| Returns for 3 years | 43.03 | 42.55 | 101% |
| Returns for 5 years | 46.01 | 50.53 | 91% |
| Returns for 10 years | 116.50 | 154.29 | 76% |
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