Interact to see
Advertisement
Advertisement
CLPAX vs JHEQX
CLPAX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLPAX vs. JHEQX commentary
Jul 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 Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. CLPAX (17.5M). JHEQX pays higher dividends than CLPAX: JHEQX (0.75) vs CLPAX (0.00). CLPAX was incepted earlier than JHEQX: CLPAX (12 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 : 14.98 vs. JHEQX (9.98). JHEQX return over 5 years is better than : 57.07 vs. CLPAX (35.23).
| CLPAX | JHEQX | CLPAX / JHEQX | |
| Total Expense Ratio | 1.87 | 0.58 | 322% |
| Annual Report Gross Expense Ratio | 2.63 | 0.58 | 453% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.498 | 2.241 | 335% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 14.98 | 9.98 | 150% |
| Returns for 3 years | 46.66 | 38.89 | 120% |
| Returns for 5 years | 35.23 | 57.07 | 62% |
| Returns for 10 years | 19.87 | 119.78 | 17% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OBTC | 34.22 | 0.72 | +2.15% |
| Osprey Bitcoin Trust | |||
| GGUS | 59.83 | 0.29 | +0.49% |
| Goldman Sachs MktBt Russell LgCpGrEqETF | |||
| UPSD | 25.32 | 0.09 | +0.36% |
| Aptus Large Cap Upside ETF | |||
| IBIJ | 25.82 | 0.03 | +0.13% |
| iShares iBonds Oct 2033 Term Tips ETF | |||
| DIHP | 29.76 | -0.06 | -0.20% |
| Dimensional International High Pbly ETF | |||