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DIVPX vs JHTAX
DIVPX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. DIVPX (217M). JHTAX pays higher dividends than DIVPX: JHTAX (0.39) vs DIVPX (0.18). DIVPX was incepted earlier than JHTAX: DIVPX (15 years) vs JHTAX (5 years). DIVPX (4.27) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. DIVPX (16.00). JHTAX has a lower initial minimum investment than DIVPX: JHTAX (1000) vs DIVPX (2500). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. DIVPX (8.26).
| DIVPX | JHTAX | DIVPX / JHTAX | |
| Total Expense Ratio | 1.47 | 0.84 | 175% |
| Annual Report Gross Expense Ratio | 4.27 | 0.84 | 508% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -0.057 | 0.716 | -8% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 2.76B | 8% |
| Annual Yield % from dividends | 0.18 | 0.39 | 46% |
| Returns for 1 year | 8.26 | 9.22 | 90% |
| Returns for 3 years | 25.61 | 44.15 | 58% |
| Returns for 5 years | 35.13 | N/A | - |
| Returns for 10 years | 81.75 | N/A | - |
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