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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart in %
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CLPFX vs. JHEQX commentary
Jan 15, 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 CLPFX is a Hold and JHEQX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. CLPFX (14.3M). JHEQX pays higher dividends than CLPFX: JHEQX (0.65) vs CLPFX (0.00). CLPFX was incepted earlier than JHEQX: CLPFX (12 years) vs JHEQX (12 years). CLPFX (2.37) is less costly to investors than JHEQX (0.57). CLPFX is a more actively managed with annual turnover of: 31.00 vs. JHEQX (20.00). CLPFX has a lower initial minimum investment than JHEQX: CLPFX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 8.55 vs. CLPFX (5.08). JHEQX return over 5 years is better than : 52.29 vs. CLPFX (22.57).
| CLPFX | JHEQX | CLPFX / JHEQX | |
| Total Expense Ratio | 1.58 | 0.57 | 277% |
| Annual Report Gross Expense Ratio | 2.37 | 0.57 | 416% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 0.581 | 0.650 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 5.08 | 8.55 | 59% |
| Returns for 3 years | 54.92 | 45.69 | 120% |
| Returns for 5 years | 22.57 | 52.29 | 43% |
| Returns for 10 years | 74.10 | 153.17 | 48% |
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