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JHDCX vs PHEFX
JHDCX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHDCX has more cash in the bank: 5.33B vs. PHEFX (3.86B). PHEFX pays higher dividends than JHDCX: PHEFX (0.82) vs JHDCX (0.00). JHDCX was incepted earlier than PHEFX: JHDCX (5 years) vs PHEFX (3 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 : 5.91 vs. PHEFX (5.15).
| JHDCX | PHEFX | JHDCX / PHEFX | |
| Total Expense Ratio | 1.34 | 0.75 | 179% |
| Annual Report Gross Expense Ratio | 1.34 | 0.99 | 135% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 0.759 | 1.079 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 3.86B | 138% |
| Annual Yield % from dividends | 0.00 | 0.82 | 0% |
| Returns for 1 year | 5.91 | 5.15 | 115% |
| Returns for 3 years | 35.16 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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