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CLPCX vs JHEQX
CLPCX vs JHEQX Comparison Chart in %
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CLPCX vs. JHEQX commentary
Feb 05, 2026
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 Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21B vs. CLPCX (13.9M). JHEQX pays higher dividends than CLPCX: JHEQX (0.64) 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). JHEQX annual gain was more profitable for investors over the last year : 7.60 vs. CLPCX (-0.66). JHEQX return over 5 years is better than : 50.53 vs. CLPCX (9.77).
| 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 | -0.165 | 0.764 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 21B | 0% |
| Annual Yield % from dividends | 0.00 | 0.64 | - |
| Returns for 1 year | -0.66 | 7.60 | -9% |
| Returns for 3 years | 37.06 | 42.55 | 87% |
| Returns for 5 years | 9.77 | 50.53 | 19% |
| Returns for 10 years | 54.98 | 154.29 | 36% |
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