Interact to see
Advertisement
Advertisement
CAPOX vs JHTGX
CAPOX vs JHTGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTGX has more cash in the bank: 3.14B vs. CAPOX (56M). JHTGX pays higher dividends than CAPOX: JHTGX (0.84) vs CAPOX (0.34). CAPOX was incepted earlier than JHTGX: CAPOX (10 years) vs JHTGX (4 years). CAPOX (1.79) is less costly to investors than JHTGX (1.59). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTGX (56.00). JHTGX has a lower initial minimum investment than CAPOX: JHTGX (0) vs CAPOX (25000). JHTGX annual gain was more profitable for investors over the last year : 8.25 vs. CAPOX (6.53).
| CAPOX | JHTGX | CAPOX / JHTGX | |
| Total Expense Ratio | 1.62 | 0.45 | 360% |
| Annual Report Gross Expense Ratio | 1.79 | 1.59 | 113% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 4.323 | 2.827 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56M | 3.14B | 2% |
| Annual Yield % from dividends | 0.34 | 0.84 | 41% |
| Returns for 1 year | 6.53 | 8.25 | 79% |
| Returns for 3 years | 9.63 | 40.70 | 24% |
| Returns for 5 years | -9.24 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement