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GATEX vs JHQDX
GATEX vs JHQDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.81B vs. JHQDX (5.2B). JHQDX pays higher dividends than GATEX: JHQDX (0.72) vs GATEX (0.37). GATEX was incepted earlier than JHQDX: GATEX (48 years) vs JHQDX (4 years). GATEX (0.98) is less costly to investors than JHQDX (0.59). JHQDX is a more actively managed with annual turnover of: 42.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHQDX: GATEX (2500) vs JHQDX (1000000). GATEX annual gain was more profitable for investors over the last year : 8.96 vs. JHQDX (8.47).
| GATEX | JHQDX | GATEX / JHQDX | |
| Total Expense Ratio | 0.94 | 0.59 | 159% |
| Annual Report Gross Expense Ratio | 0.98 | 0.59 | 166% |
| Fund Existence | 48 years | 4 years | - |
| Gain YTD | 3.542 | 2.418 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 5.2B | 131% |
| Annual Yield % from dividends | 0.37 | 0.72 | 51% |
| Returns for 1 year | 8.96 | 8.47 | 106% |
| Returns for 3 years | 35.85 | 29.99 | 120% |
| Returns for 5 years | 44.56 | N/A | - |
| Returns for 10 years | 67.66 | N/A | - |
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