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HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart in %
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HDCAX vs. JHEQX commentary
Feb 04, 2026
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 HDCAX is a Buy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. HDCAX (59.5M). JHEQX pays higher dividends than HDCAX: JHEQX (0.64) vs HDCAX (0.00). HDCAX was incepted earlier than JHEQX: HDCAX (25 years) vs JHEQX (12 years). HDCAX (1.86) is less costly to investors than JHEQX (0.57). HDCAX is a more actively managed with annual turnover of: 270.00 vs. JHEQX (20.00). HDCAX has a lower initial minimum investment than JHEQX: HDCAX (1000) vs JHEQX (1000000). HDCAX annual gain was more profitable for investors over the last year : 9.70 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. HDCAX (36.45).
| HDCAX | JHEQX | HDCAX / JHEQX | |
| Total Expense Ratio | 1.86 | 0.57 | 326% |
| Annual Report Gross Expense Ratio | 1.86 | 0.57 | 326% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 1.590 | 0.764 | 208% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 21.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.64 | - |
| Returns for 1 year | 9.70 | 7.60 | 128% |
| Returns for 3 years | 37.96 | 42.55 | 89% |
| Returns for 5 years | 36.45 | 50.53 | 72% |
| Returns for 10 years | 63.48 | 154.29 | 41% |
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