Interact to see
Advertisement
Advertisement
HDCTX vs JHEQX
HDCTX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDCTX vs. JHEQX commentary
Aug 20, 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 HDCTX is a StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. HDCTX (40.3M). JHEQX pays higher dividends than HDCTX: JHEQX (0.74) vs HDCTX (0.00). HDCTX was incepted earlier than JHEQX: HDCTX (24 years) vs JHEQX (12 years). HDCTX (1.61) is less costly to investors than JHEQX (0.58). HDCTX is a more actively managed with annual turnover of: 270.00 vs. JHEQX (37.00). HDCTX has a lower initial minimum investment than JHEQX: HDCTX (1000) vs JHEQX (1000000). HDCTX annual gain was more profitable for investors over the last year : 11.52 vs. JHEQX (7.34). JHEQX return over 5 years is better than : 54.03 vs. HDCTX (35.50).
| HDCTX | JHEQX | HDCTX / JHEQX | |
| Total Expense Ratio | 1.61 | 0.58 | 278% |
| Annual Report Gross Expense Ratio | 1.61 | 0.58 | 278% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 7.210 | 2.878 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 21.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 11.52 | 7.34 | 157% |
| Returns for 3 years | 25.58 | 35.82 | 71% |
| Returns for 5 years | 35.50 | 54.03 | 66% |
| Returns for 10 years | 37.62 | 129.01 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement