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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: 5.33B vs. CAPOX (59.7M). JHDCX pays higher dividends than CAPOX: JHDCX (0.00) vs CAPOX (0.00). CAPOX was incepted earlier than JHDCX: CAPOX (10 years) vs JHDCX (5 years). CAPOX (1.79) is less costly to investors than JHDCX (1.34). 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 : 5.91 vs. CAPOX (-0.09).
| CAPOX | JHDCX | CAPOX / JHDCX | |
| Total Expense Ratio | 1.51 | 1.34 | 113% |
| Annual Report Gross Expense Ratio | 1.79 | 1.34 | 134% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 1.149 | 0.759 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7M | 5.33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.09 | 5.91 | -2% |
| Returns for 3 years | 8.56 | 35.16 | 24% |
| Returns for 5 years | -2.20 | N/A | - |
| Returns for 10 years | 6.44 | N/A | - |
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