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GATEX vs JHTRX
GATEX vs JHTRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.91B vs. JHTRX (2.91B). JHTRX pays higher dividends than GATEX: JHTRX (0.91) vs GATEX (0.36). GATEX was incepted earlier than JHTRX: GATEX (48 years) vs JHTRX (5 years). GATEX (0.98) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 56.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHTRX: GATEX (2500) vs JHTRX (15000000). GATEX annual gain was more profitable for investors over the last year : 11.53 vs. JHTRX (9.58).
| GATEX | JHTRX | GATEX / JHTRX | |
| Total Expense Ratio | 0.94 | 0.34 | 276% |
| Annual Report Gross Expense Ratio | 0.98 | 0.34 | 288% |
| Fund Existence | 48 years | 5 years | - |
| Gain YTD | 6.442 | 5.060 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 2.91B | 238% |
| Annual Yield % from dividends | 0.36 | 0.91 | 39% |
| Returns for 1 year | 11.53 | 9.58 | 120% |
| Returns for 3 years | 39.15 | 45.06 | 87% |
| Returns for 5 years | 43.17 | N/A | - |
| Returns for 10 years | 74.58 | N/A | - |
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