Interact to see
Advertisement
Advertisement
GATEX vs JHQRX
GATEX vs JHQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GATEX vs. JHQRX commentary
Jul 07, 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 JHQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.3B vs. GATEX (6.81B). JHQRX pays higher dividends than GATEX: JHQRX (0.99) vs GATEX (0.37). GATEX was incepted earlier than JHQRX: GATEX (48 years) vs JHQRX (12 years). GATEX (0.98) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHQRX: GATEX (2500) vs JHQRX (15000000). GATEX annual gain was more profitable for investors over the last year : 8.96 vs. JHQRX (7.43). JHQRX return over 5 years is better than : 58.91 vs. GATEX (44.56).
| GATEX | JHQRX | GATEX / JHQRX | |
| Total Expense Ratio | 0.94 | 0.33 | 285% |
| Annual Report Gross Expense Ratio | 0.98 | 0.33 | 297% |
| Fund Existence | 48 years | 12 years | - |
| Gain YTD | 3.542 | 1.272 | 278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 21.3B | 32% |
| Annual Yield % from dividends | 0.37 | 0.99 | 37% |
| Returns for 1 year | 8.96 | 7.43 | 121% |
| Returns for 3 years | 35.85 | 40.62 | 88% |
| Returns for 5 years | 44.56 | 58.91 | 76% |
| Returns for 10 years | 67.66 | 122.73 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LVOVX | 20.19 | 0.15 | +0.75% |
| Lord Abbett Value Opportunities R6 | |||
| SBHVX | 15.12 | 0.10 | +0.67% |
| Segall Bryant & Hamill Sm Cp Val Ins | |||
| PZVMX | 12.56 | 0.05 | +0.40% |
| Pzena Mid Cap Value Investor | |||
| RIRCX | 77.05 | 0.26 | +0.34% |
| American Funds Capital Income Bldr R3 | |||
| IHOSX | 22.50 | 0.04 | +0.18% |
| Hartford International Opportunities R4 | |||