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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart
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CAHEX vs. JHEQX commentary
Jun 15, 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 Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. CAHEX (731M). JHEQX pays higher dividends than CAHEX: JHEQX (0.77) vs CAHEX (0.25). CAHEX was incepted earlier than JHEQX: CAHEX (10 years) vs JHEQX (12 years). CAHEX (1.15) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CAHEX (20.00). 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 : 7.78 vs. JHEQX (6.66). JHEQX return over 5 years is better than : 56.54 vs. CAHEX (48.45).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | 1.15 | 0.58 | 198% |
| Annual Report Gross Expense Ratio | 1.15 | 0.58 | 198% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 1.853 | -0.693 | -267% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 20.9B | 3% |
| Annual Yield % from dividends | 0.25 | 0.77 | 32% |
| Returns for 1 year | 7.78 | 6.66 | 117% |
| Returns for 3 years | 37.25 | 39.22 | 95% |
| Returns for 5 years | 48.45 | 56.54 | 86% |
| Returns for 10 years | 84.31 | 111.18 | 76% |
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