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CAPOX vs JHQAX
CAPOX vs JHQAX Comparison Chart in %
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CAPOX vs. JHQAX commentary
Dec 27, 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 Buy and JHQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.6B vs. CAPOX (57.7M). JHQAX pays higher dividends than CAPOX: JHQAX (0.49) vs CAPOX (0.35). CAPOX was incepted earlier than JHQAX: CAPOX (10 years) vs JHQAX (12 years). CAPOX (1.75) is less costly to investors than JHQAX (0.82). 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 : 5.86 vs. CAPOX (0.93). JHQAX return over 5 years is better than : 52.46 vs. CAPOX (-1.85).
| CAPOX | JHQAX | CAPOX / JHQAX | |
| Total Expense Ratio | 1.50 | 0.82 | 183% |
| Annual Report Gross Expense Ratio | 1.75 | 0.82 | 213% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 0.768 | 8.365 | 9% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.7M | 21.6B | 0% |
| Annual Yield % from dividends | 0.35 | 0.49 | 72% |
| Returns for 1 year | 0.93 | 5.86 | 16% |
| Returns for 3 years | 11.59 | 49.18 | 24% |
| Returns for 5 years | -1.85 | 52.46 | -4% |
| Returns for 10 years | 32.31 | 136.66 | 24% |
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