Interact to see
Advertisement
Advertisement
CAPOX vs JHQAX
CAPOX vs JHQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAPOX vs. JHQAX commentary
Dec 04, 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: 21.4B vs. CAPOX (47.6M). 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 (1.79) 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 : 4.42 vs. CAPOX (-0.41). JHQAX return over 5 years is better than : 51.06 vs. CAPOX (-18.52).
| 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 | 0.096 | 6.572 | 1% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 21.4B | 0% |
| Annual Yield % from dividends | 0.35 | 0.49 | 72% |
| Returns for 1 year | -0.41 | 4.42 | -9% |
| Returns for 3 years | 9.58 | 45.75 | 21% |
| Returns for 5 years | -18.52 | 51.06 | -36% |
| Returns for 10 years | 31.43 | 132.74 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement