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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart in %
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CLPFX vs. JHEQX commentary
Jul 07, 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 CLPFX is a Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. CLPFX (17.7M). JHEQX pays higher dividends than CLPFX: JHEQX (0.75) vs CLPFX (0.00). CLPFX was incepted earlier than JHEQX: CLPFX (11 years) vs JHEQX (12 years). CLPFX (2.38) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CLPFX (35.00). CLPFX has a lower initial minimum investment than JHEQX: CLPFX (2500) vs JHEQX (1000000). CLPFX annual gain was more profitable for investors over the last year : 9.68 vs. JHEQX (7.15). JHEQX return over 5 years is better than : 57.30 vs. CLPFX (38.58).
| CLPFX | JHEQX | CLPFX / JHEQX | |
| Total Expense Ratio | 1.62 | 0.58 | 279% |
| Annual Report Gross Expense Ratio | 2.38 | 0.58 | 410% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 7.293 | 1.151 | 634% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 21.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 9.68 | 7.15 | 136% |
| Returns for 3 years | 46.96 | 39.78 | 118% |
| Returns for 5 years | 38.58 | 57.30 | 67% |
| Returns for 10 years | 22.14 | 118.62 | 19% |
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