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: 2.91B vs. CAPOX (53.9M). JHTGX pays higher dividends than CAPOX: JHTGX (0.82) vs CAPOX (0.34). CAPOX was incepted earlier than JHTGX: CAPOX (10 years) vs JHTGX (5 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 : 9.48 vs. CAPOX (1.50).
| 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 | 5 years | - |
| Gain YTD | 2.402 | 5.009 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 2.91B | 2% |
| Annual Yield % from dividends | 0.34 | 0.82 | 42% |
| Returns for 1 year | 1.50 | 9.48 | 16% |
| Returns for 3 years | 8.05 | 44.68 | 18% |
| Returns for 5 years | -15.73 | 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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CCSMX | 25.84 | 0.40 | +1.57% |
| Conestoga SMid Cap Investors | |||
| MKVGX | 16.75 | 0.07 | +0.42% |
| MFS International Large Cap Value R4 | |||
| LSVMX | 11.37 | 0.03 | +0.26% |
| LSV US Managed Volatility Institutional | |||
| BLYCX | 31.36 | -0.04 | -0.13% |
| American Beacon Man Lg Cp Growth C | |||
| HCMNX | 20.66 | -0.04 | -0.19% |
| HCM Sector Plus A | |||