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CAPOX vs JHQAX
CAPOX vs JHQAX Comparison Chart in %
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CAPOX vs. JHQAX commentary
Oct 19, 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 CAPOX is a Hold and JHQAX is a Buy.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.2B vs. CAPOX (50.8M). JHQAX pays higher dividends than CAPOX: JHQAX (0.50) vs CAPOX (0.35). CAPOX was incepted earlier than JHQAX: CAPOX (10 years) vs JHQAX (12 years). CAPOX (1.79) is less costly to investors than JHQAX (0.83). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHQAX (20.00). JHQAX has a lower initial minimum investment than CAPOX: JHQAX (1000) vs CAPOX (25000). JHQAX annual gain was more profitable for investors over the last year : 4.82 vs. CAPOX (-0.69). JHQAX return over 5 years is better than : 51.75 vs. CAPOX (-16.33).
| CAPOX | JHQAX | CAPOX / JHQAX | |
| Total Expense Ratio | 1.62 | 0.83 | 195% |
| Annual Report Gross Expense Ratio | 1.79 | 0.83 | 216% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 0.480 | 4.444 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 21.2B | 0% |
| Annual Yield % from dividends | 0.35 | 0.50 | 71% |
| Returns for 1 year | -0.69 | 4.82 | -14% |
| Returns for 3 years | 7.42 | 49.70 | 15% |
| Returns for 5 years | -16.33 | 51.75 | -32% |
| Returns for 10 years | N/A | 131.28 | - |
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