CLPFX
Price
$14.27
Change
+$0.18 (+1.28%)
Updated
Jul 3 closing price
Net Assets
17.71M
JHEQX
Price
$33.39
Change
+$0.14 (+0.42%)
Updated
Jul 3 closing price
Net Assets
21.28B
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CLPFX vs JHEQX

Header iconCLPFX vs JHEQX Comparison
Open Charts CLPFX vs JHEQXBanner chart's image
Catalyst Nasdaq-100 Hedged Equity I
Price$14.27
Change+$0.18 (+1.28%)
VolumeN/A
Net Assets17.71M
JPMorgan Hedged Equity I
Price$33.39
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets21.28B
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.

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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).
CLPFXJHEQXCLPFX / JHEQX
Total Expense Ratio1.620.58279%
Annual Report Gross Expense Ratio2.380.58410%
Fund Existence11 years12 years-
Gain YTD7.2931.151634%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.7M21.3B0%
Annual Yield % from dividends0.000.75-
Returns for 1 year9.687.15136%
Returns for 3 years46.9639.78118%
Returns for 5 years38.5857.3067%
Returns for 10 years22.14118.6219%
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