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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: 2.8B vs. CAPOX (47.6M). JHTAX pays higher dividends than CAPOX: JHTAX (0.47) vs CAPOX (0.35). CAPOX was incepted earlier than JHTAX: CAPOX (10 years) vs JHTAX (5 years). CAPOX (1.79) is less costly to investors than JHTAX (0.85). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTAX (56.00). 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 : 6.26 vs. CAPOX (-0.41).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.62 | 0.85 | 191% |
| Annual Report Gross Expense Ratio | 1.79 | 0.85 | 211% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 0.096 | 8.658 | 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 | 2.8B | 2% |
| Annual Yield % from dividends | 0.35 | 0.47 | 75% |
| Returns for 1 year | -0.41 | 6.26 | -7% |
| Returns for 3 years | 9.58 | 43.49 | 22% |
| Returns for 5 years | -18.46 | N/A | - |
| Returns for 10 years | 31.43 | N/A | - |
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