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CLPAX vs JHTAX
CLPAX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. CLPAX (13.9M). JHTAX pays higher dividends than CLPAX: JHTAX (0.39) vs CLPAX (0.00). CLPAX was incepted earlier than JHTAX: CLPAX (12 years) vs JHTAX (5 years). CLPAX (2.62) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. CLPAX (31.00). CLPAX initial investment is less costly to investors than JHTAX (5%) vs JHTAX (5%). JHTAX has a lower initial minimum investment than CLPAX: JHTAX (1000) vs CLPAX (2500). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. CLPAX (0.98).
| CLPAX | JHTAX | CLPAX / JHTAX | |
| Total Expense Ratio | 1.83 | 0.84 | 218% |
| Annual Report Gross Expense Ratio | 2.62 | 0.84 | 312% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -0.074 | 0.716 | -10% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 2.76B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 0.98 | 9.22 | 11% |
| Returns for 3 years | 41.39 | 44.15 | 94% |
| Returns for 5 years | 15.24 | N/A | - |
| Returns for 10 years | 69.89 | N/A | - |
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