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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: 2.91B vs. CAPOX (55.5M). JHTAX pays higher dividends than CAPOX: JHTAX (0.45) vs CAPOX (0.34). CAPOX was incepted earlier than JHTAX: CAPOX (10 years) vs JHTAX (4 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 : 10.21 vs. CAPOX (4.11).
| 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 | 4 years | - |
| Gain YTD | 3.842 | 3.465 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5M | 2.91B | 2% |
| Annual Yield % from dividends | 0.34 | 0.45 | 76% |
| Returns for 1 year | 4.11 | 10.21 | 40% |
| Returns for 3 years | 10.23 | 38.79 | 26% |
| Returns for 5 years | -9.74 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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