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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: 2.77B vs. CLPCX (14.3M). JHTAX pays higher dividends than CLPCX: JHTAX (0.40) 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 : 10.26 vs. CLPCX (2.95).
| 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 | 0.576 | 0.573 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 2.77B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 2.95 | 10.26 | 29% |
| Returns for 3 years | 48.66 | 48.54 | 100% |
| Returns for 5 years | 15.07 | N/A | - |
| Returns for 10 years | 54.95 | N/A | - |
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