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CAPOX vs JHDCX
CAPOX vs JHDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHDCX has more cash in the bank: 5.31B vs. CAPOX (49.4M). CAPOX pays higher dividends than JHDCX: CAPOX (0.36) vs JHDCX (0.06). CAPOX was incepted earlier than JHDCX: CAPOX (10 years) vs JHDCX (5 years). CAPOX (1.79) is less costly to investors than JHDCX (1.35). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHDCX (42.00). JHDCX has a lower initial minimum investment than CAPOX: JHDCX (1000) vs CAPOX (25000). JHDCX annual gain was more profitable for investors over the last year : 5.47 vs. CAPOX (-1.74).
| CAPOX | JHDCX | CAPOX / JHDCX | |
| Total Expense Ratio | 1.62 | 1.35 | 120% |
| Annual Report Gross Expense Ratio | 1.79 | 1.35 | 133% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -0.768 | 6.494 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4M | 5.31B | 1% |
| Annual Yield % from dividends | 0.36 | 0.06 | 627% |
| Returns for 1 year | -1.74 | 5.47 | -32% |
| Returns for 3 years | 6.52 | 32.31 | 20% |
| Returns for 5 years | -19.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |