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HDCTX vs JHEQX
HDCTX vs JHEQX Comparison Chart in %
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HDCTX vs. JHEQX commentary
Dec 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 HDCTX is a Hold and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.6B vs. HDCTX (51.5M). JHEQX pays higher dividends than HDCTX: JHEQX (0.73) vs HDCTX (0.00). HDCTX was incepted earlier than JHEQX: HDCTX (25 years) vs JHEQX (12 years). HDCTX (1.61) is less costly to investors than JHEQX (0.57). HDCTX is a more actively managed with annual turnover of: 270.00 vs. JHEQX (20.00). 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 : 11.66 vs. JHEQX (6.10). JHEQX return over 5 years is better than : 53.91 vs. HDCTX (41.46).
| HDCTX | JHEQX | HDCTX / JHEQX | |
| Total Expense Ratio | 1.61 | 0.57 | 282% |
| Annual Report Gross Expense Ratio | 1.61 | 0.57 | 282% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 14.107 | 8.570 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 21.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 11.66 | 6.10 | 191% |
| Returns for 3 years | 36.58 | 50.27 | 73% |
| Returns for 5 years | 41.46 | 53.91 | 77% |
| Returns for 10 years | 58.76 | 141.84 | 41% |
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