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JHAIX vs PALPX
JHAIX vs PALPX Comparison Chart in %
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JHAIX vs. PALPX commentary
Aug 18, 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 JHAIX is a Buy and PALPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 10.9B vs. JHAIX (239M). PALPX pays higher dividends than JHAIX: PALPX (6.10) vs JHAIX (1.82). JHAIX was incepted earlier than PALPX: JHAIX (14 years) vs PALPX (17 years). PALPX (2.04) is less costly to investors than JHAIX (1.32). JHAIX is a more actively managed with annual turnover of: 47.00 vs. PALPX (40.00). JHAIX has a lower initial minimum investment than PALPX: JHAIX (250000) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 8.16 vs. JHAIX (2.71). PALPX return over 5 years is better than : 37.86 vs. JHAIX (18.38).
| JHAIX | PALPX | JHAIX / PALPX | |
| Total Expense Ratio | 1.31 | 1.97 | 67% |
| Annual Report Gross Expense Ratio | 1.32 | 2.04 | 65% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 2.233 | 8.506 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 10.9B | 2% |
| Annual Yield % from dividends | 1.82 | 6.10 | 30% |
| Returns for 1 year | 2.71 | 8.16 | 33% |
| Returns for 3 years | 7.11 | 16.69 | 43% |
| Returns for 5 years | 18.38 | 37.86 | 49% |
| Returns for 10 years | 21.11 | 75.74 | 28% |
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