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CAPOX vs JHTAX
CAPOX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.77B vs. CAPOX (60.3M). JHTAX pays higher dividends than CAPOX: JHTAX (0.40) vs CAPOX (0.00). CAPOX was incepted earlier than JHTAX: CAPOX (10 years) vs JHTAX (5 years). CAPOX (1.75) is less costly to investors than JHTAX (0.84). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTAX (44.00). JHTAX has a lower initial minimum investment than CAPOX: JHTAX (1000) vs CAPOX (25000). JHTAX annual gain was more profitable for investors over the last year : 10.26 vs. CAPOX (2.50).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.50 | 0.84 | 179% |
| Annual Report Gross Expense Ratio | 1.75 | 0.84 | 208% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 1.916 | 0.573 | 334% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 2.77B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 2.50 | 10.26 | 24% |
| Returns for 3 years | 11.42 | 48.54 | 24% |
| Returns for 5 years | -0.54 | N/A | - |
| Returns for 10 years | 8.43 | N/A | - |
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