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CLPCX vs JHTAX
CLPCX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.73B vs. CLPCX (13.9M). JHTAX pays higher dividends than CLPCX: JHTAX (0.39) vs CLPCX (0.00). CLPCX was incepted earlier than JHTAX: CLPCX (12 years) vs JHTAX (5 years). CLPCX (3.37) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. CLPCX (31.00). JHTAX has a lower initial minimum investment than CLPCX: JHTAX (1000) vs CLPCX (2500). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. CLPCX (-0.66).
| CLPCX | JHTAX | CLPCX / JHTAX | |
| Total Expense Ratio | 2.58 | 0.84 | 307% |
| Annual Report Gross Expense Ratio | 3.37 | 0.84 | 401% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | -0.165 | 0.716 | -23% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9M | 2.73B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -0.66 | 9.22 | -7% |
| Returns for 3 years | 37.06 | 44.15 | 84% |
| Returns for 5 years | 9.77 | N/A | - |
| Returns for 10 years | 54.98 | N/A | - |
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