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GATEX vs JHEQX
GATEX vs JHEQX Comparison Chart in %
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GATEX vs. JHEQX commentary
Nov 14, 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 GATEX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. GATEX (7.15B). JHEQX pays higher dividends than GATEX: JHEQX (0.73) vs GATEX (0.32). GATEX was incepted earlier than JHEQX: GATEX (48 years) vs JHEQX (12 years). GATEX (0.98) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 20.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHEQX: GATEX (2500) vs JHEQX (1000000). GATEX annual gain was more profitable for investors over the last year : 9.21 vs. JHEQX (4.81). JHEQX return over 5 years is better than : 53.17 vs. GATEX (44.32).
| GATEX | JHEQX | GATEX / JHEQX | |
| Total Expense Ratio | 0.94 | 0.58 | 162% |
| Annual Report Gross Expense Ratio | 0.98 | 0.58 | 169% |
| Fund Existence | 48 years | 12 years | - |
| Gain YTD | 10.209 | 6.324 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.15B | 21.4B | 33% |
| Annual Yield % from dividends | 0.32 | 0.73 | 44% |
| Returns for 1 year | 9.21 | 4.81 | 191% |
| Returns for 3 years | 43.00 | 48.08 | 89% |
| Returns for 5 years | 44.32 | 53.17 | 83% |
| Returns for 10 years | 80.39 | 139.68 | 58% |
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