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GATEX vs JHEQX
GATEX vs JHEQX Comparison Chart in %
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GATEX vs. JHEQX commentary
Feb 04, 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 GATEX is a Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. GATEX (7.27B). JHEQX pays higher dividends than GATEX: JHEQX (0.64) vs GATEX (0.28). GATEX was incepted earlier than JHEQX: GATEX (48 years) vs JHEQX (12 years). GATEX (0.98) is less costly to investors than JHEQX (0.57). 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 : 10.40 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. GATEX (41.24).
| GATEX | JHEQX | GATEX / JHEQX | |
| Total Expense Ratio | 0.94 | 0.57 | 165% |
| Annual Report Gross Expense Ratio | 0.98 | 0.57 | 172% |
| Fund Existence | 48 years | 12 years | - |
| Gain YTD | 1.058 | 0.764 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 21.1B | 34% |
| Annual Yield % from dividends | 0.28 | 0.64 | 43% |
| Returns for 1 year | 10.40 | 7.60 | 137% |
| Returns for 3 years | 41.94 | 42.55 | 99% |
| Returns for 5 years | 41.24 | 50.53 | 82% |
| Returns for 10 years | 89.35 | 154.29 | 58% |
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