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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart in %
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CAHEX vs. JHEQX commentary
Jul 28, 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: 21.4B vs. CAHEX (753M). JHEQX pays higher dividends than CAHEX: JHEQX (0.75) vs CAHEX (0.24). CAHEX was incepted earlier than JHEQX: CAHEX (11 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 : 12.01 vs. JHEQX (9.98). JHEQX return over 5 years is better than : 57.07 vs. CAHEX (50.88).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | 1.15 | 0.58 | 198% |
| Annual Report Gross Expense Ratio | 1.15 | 0.58 | 198% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 5.916 | 2.241 | 264% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 21.4B | 4% |
| Annual Yield % from dividends | 0.24 | 0.75 | 33% |
| Returns for 1 year | 12.01 | 9.98 | 120% |
| Returns for 3 years | 40.23 | 38.89 | 103% |
| Returns for 5 years | 50.88 | 57.07 | 89% |
| Returns for 10 years | 91.61 | 119.78 | 76% |
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