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CLPAX vs JHEQX
CLPAX vs JHEQX Comparison Chart in %
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CLPAX vs. JHEQX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. CLPAX (20.3M). 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 (2.63) is less costly to investors than JHEQX (0.58). 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). CLPAX annual gain was more profitable for investors over the last year : 15.41 vs. JHEQX (4.81). JHEQX return over 5 years is better than : 53.17 vs. CLPAX (41.40).
| 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 | 15.761 | 6.324 | 249% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 15.41 | 4.81 | 320% |
| Returns for 3 years | 55.66 | 48.08 | 116% |
| Returns for 5 years | 41.40 | 53.17 | 78% |
| Returns for 10 years | 42.51 | 139.68 | 30% |
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