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CLPCX vs JHEQX
CLPCX vs JHEQX Comparison Chart in %
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CLPCX vs. JHEQX commentary
Dec 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 CLPCX is a StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. CLPCX (16M). JHEQX pays higher dividends than CLPCX: JHEQX (0.73) vs CLPCX (0.00). CLPCX was incepted earlier than JHEQX: CLPCX (12 years) vs JHEQX (12 years). CLPCX (3.37) is less costly to investors than JHEQX (0.57). CLPCX is a more actively managed with annual turnover of: 31.00 vs. JHEQX (20.00). CLPCX has a lower initial minimum investment than JHEQX: CLPCX (2500) vs JHEQX (1000000). CLPCX annual gain was more profitable for investors over the last year : 11.96 vs. JHEQX (5.27). JHEQX return over 5 years is better than : 54.08 vs. CLPCX (33.05).
| CLPCX | JHEQX | CLPCX / JHEQX | |
| Total Expense Ratio | 2.58 | 0.57 | 453% |
| Annual Report Gross Expense Ratio | 3.37 | 0.57 | 591% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 15.609 | 7.811 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16M | 21.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 11.96 | 5.27 | 227% |
| Returns for 3 years | 59.20 | 48.55 | 122% |
| Returns for 5 years | 33.05 | 54.08 | 61% |
| Returns for 10 years | 33.69 | 141.81 | 24% |
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