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CAPOX vs JHTGX
CAPOX vs JHTGX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHTGX has more cash in the bank: 3.25B vs. CAPOX (54.9M). JHTGX (0.87) and CAPOX (0.86) have matching dividends . CAPOX was incepted earlier than JHTGX: CAPOX (9 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 : 6.79 vs. CAPOX (5.13).
| CAPOX | JHTGX | CAPOX / JHTGX | |
| Total Expense Ratio | 1.62 | 0.45 | 360% |
| Annual Report Gross Expense Ratio | 1.79 | 1.59 | 113% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 2.402 | 0.237 | 1,014% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.9M | 3.25B | 2% |
| Annual Yield % from dividends | 0.86 | 0.87 | 99% |
| Returns for 1 year | 5.13 | 6.79 | 76% |
| Returns for 3 years | 5.40 | 38.30 | 14% |
| Returns for 5 years | -13.74 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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