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CLPAX vs JHEQX
CLPAX vs JHEQX Comparison Chart in %
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CLPAX vs. JHEQX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLPAX is a Hold and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.6B vs. CLPAX (15M). JHEQX pays higher dividends than CLPAX: JHEQX (0.73) vs CLPAX (0.00). CLPAX was incepted earlier than JHEQX: CLPAX (12 years) vs JHEQX (12 years). CLPAX (2.62) is less costly to investors than JHEQX (0.57). CLPAX is a more actively managed with annual turnover of: 31.00 vs. JHEQX (20.00). CLPAX has a lower initial minimum investment than JHEQX: CLPAX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 6.10 vs. CLPAX (1.55). JHEQX return over 5 years is better than : 53.91 vs. CLPAX (22.92).
| CLPAX | JHEQX | CLPAX / JHEQX | |
| Total Expense Ratio | 1.83 | 0.57 | 321% |
| Annual Report Gross Expense Ratio | 2.62 | 0.57 | 460% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 5.050 | 8.570 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15M | 21.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 1.55 | 6.10 | 25% |
| Returns for 3 years | 59.65 | 50.27 | 119% |
| Returns for 5 years | 22.92 | 53.91 | 43% |
| Returns for 10 years | 51.92 | 141.84 | 37% |
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