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CLPAX vs JHEQX
CLPAX vs JHEQX Comparison Chart
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CLPAX vs. JHEQX commentary
Jun 15, 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 Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. CLPAX (16.9M). JHEQX pays higher dividends than CLPAX: JHEQX (0.77) vs CLPAX (0.00). CLPAX was incepted earlier than JHEQX: CLPAX (11 years) vs JHEQX (12 years). CLPAX (2.63) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CLPAX (35.00). CLPAX has a lower initial minimum investment than JHEQX: CLPAX (2500) vs JHEQX (1000000). CLPAX annual gain was more profitable for investors over the last year : 8.02 vs. JHEQX (6.66). JHEQX return over 5 years is better than : 56.54 vs. CLPAX (34.21).
| CLPAX | JHEQX | CLPAX / JHEQX | |
| Total Expense Ratio | 1.87 | 0.58 | 322% |
| Annual Report Gross Expense Ratio | 2.63 | 0.58 | 453% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 2.066 | -0.693 | -298% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9M | 20.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.77 | - |
| Returns for 1 year | 8.02 | 6.66 | 120% |
| Returns for 3 years | 39.83 | 39.22 | 102% |
| Returns for 5 years | 34.21 | 56.54 | 60% |
| Returns for 10 years | 11.28 | 111.18 | 10% |
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