CLPFX
Price
$14.80
Change
-$0.01 (-0.07%)
Updated
Sep 26 closing price
Net Assets
18.12M
JHQRX
Price
$34.66
Change
-$0.06 (-0.17%)
Updated
Sep 26 closing price
Net Assets
21.19B
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CLPFX vs JHQRX

Header iconCLPFX vs JHQRX Comparison
Open Charts CLPFX vs JHQRXBanner chart's image
Catalyst Nasdaq-100 Hedged Equity I
Price$14.80
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets18.12M
JPMorgan Hedged Equity R6
Price$34.66
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets21.19B
CLPFX vs JHQRX Comparison Chart in %
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CLPFX vs. JHQRX commentary
Sep 27, 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 Hold and JHQRX is a Hold.

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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.2B vs. CLPFX (18.1M). JHQRX pays higher dividends than CLPFX: JHQRX (0.96) vs CLPFX (0.00). CLPFX was incepted earlier than JHQRX: CLPFX (11 years) vs JHQRX (12 years). CLPFX (2.38) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. CLPFX (35.00). CLPFX has a lower initial minimum investment than JHQRX: CLPFX (2500) vs JHQRX (15000000). CLPFX annual gain was more profitable for investors over the last year : 14.02 vs. JHQRX (7.17). JHQRX return over 5 years is better than : 58.16 vs. CLPFX (40.60).
CLPFXJHQRXCLPFX / JHQRX
Total Expense Ratio1.620.33491%
Annual Report Gross Expense Ratio2.380.33721%
Fund Existence11 years12 years-
Gain YTD11.2785.141219%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets18.1M21.2B0%
Annual Yield % from dividends0.000.96-
Returns for 1 year14.027.17196%
Returns for 3 years56.6150.54112%
Returns for 5 years40.6058.1670%
Returns for 10 years40.96146.6228%
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