JHDCX
Price
$19.95
Change
-$0.01 (-0.05%)
Updated
Dec 26 closing price
Net Assets
5.49B
PHEFX
Price
$13.12
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
3.91B
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JHDCX vs PHEFX

Header iconJHDCX vs PHEFX Comparison
Open Charts JHDCX vs PHEFXBanner chart's image
JPMorgan Hedged Equity 2 C
Price$19.95
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.49B
T. Rowe Price Hedged Equity
Price$13.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.91B
JHDCX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHDCX has more cash in the bank: 5.49B vs. PHEFX (3.91B). PHEFX pays higher dividends than JHDCX: PHEFX (1.07) vs JHDCX (0.06). JHDCX was incepted earlier than PHEFX: JHDCX (5 years) vs PHEFX (2 years). JHDCX (1.34) is less costly to investors than PHEFX (0.99). JHDCX (42.00) and PHEFX (40.70) have comparable annual turnover. JHDCX has a lower initial minimum investment than PHEFX: JHDCX (1000) vs PHEFX (2500). JHDCX annual gain was more profitable for investors over the last year : 6.63 vs. PHEFX (4.13).
JHDCXPHEFXJHDCX / PHEFX
Total Expense Ratio1.340.75179%
Annual Report Gross Expense Ratio1.340.99135%
Fund Existence5 years2 years-
Gain YTD7.9556.149129%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets5.49B3.91B141%
Annual Yield % from dividends0.061.075%
Returns for 1 year6.634.13161%
Returns for 3 years44.92N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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