Interact to see
Advertisement
Advertisement
GTENX vs JHEQX
GTENX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GTENX vs. JHEQX commentary
Jul 28, 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 GTENX is a Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. GTENX (6.86B). JHEQX pays higher dividends than GTENX: JHEQX (0.75) vs GTENX (0.65). GTENX was incepted earlier than JHEQX: GTENX (8 years) vs JHEQX (12 years). GTENX (0.66) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. GTENX (12.00). GTENX (1000000) and JHEQX (1000000) have matching initial minimum investment requirements. GTENX annual gain was more profitable for investors over the last year : 12.49 vs. JHEQX (9.98). JHEQX return over 5 years is better than : 57.07 vs. GTENX (45.69).
| GTENX | JHEQX | GTENX / JHEQX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.58 | 114% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 4.882 | 2.241 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 21.4B | 32% |
| Annual Yield % from dividends | 0.65 | 0.75 | 86% |
| Returns for 1 year | 12.49 | 9.98 | 125% |
| Returns for 3 years | 36.36 | 38.89 | 93% |
| Returns for 5 years | 45.69 | 57.07 | 80% |
| Returns for 10 years | N/A | 119.78 | - |
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 % |
| FRVLX | 57.29 | 0.69 | +1.22% |
| Franklin Small Cap Value A | |||
| FSVLX | 20.39 | 0.16 | +0.79% |
| Fidelity Select Fintech Port | |||
| PJARX | 10.69 | 0.07 | +0.66% |
| Principal SmallCap Value II R3 | |||
| CMLFX | 60.99 | 0.28 | +0.46% |
| American Funds American Mutual 529F | |||
| CVKFX | 16.29 | 0.05 | +0.31% |
| Victory Pioneer Disciplined Value R6 | |||