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GATEX vs JHQRX
GATEX vs JHQRX Comparison Chart in %
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GATEX vs. JHQRX commentary
Aug 17, 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 (6.9B). JHQRX pays higher dividends than GATEX: JHQRX (0.98) vs GATEX (0.36). 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 : 10.63 vs. JHQRX (8.69). JHQRX return over 5 years is better than : 56.55 vs. GATEX (42.65).
| 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 | 5.749 | 3.209 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 21.3B | 32% |
| Annual Yield % from dividends | 0.36 | 0.98 | 37% |
| Returns for 1 year | 10.63 | 8.69 | 122% |
| Returns for 3 years | 31.18 | 36.45 | 86% |
| Returns for 5 years | 42.65 | 56.55 | 75% |
| Returns for 10 years | 68.69 | 124.81 | 55% |
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