Interact to see
Advertisement
Advertisement
JHDRX vs JHTAX
JHDRX vs JHTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHDRX has more cash in the bank: 5.2B vs. JHTAX (3.14B). JHDRX pays higher dividends than JHTAX: JHDRX (0.96) vs JHTAX (0.45). JHDRX was incepted earlier than JHTAX: JHDRX (4 years) vs JHTAX (4 years). JHTAX (0.85) is less costly to investors than JHDRX (0.34). JHTAX is a more actively managed with annual turnover of: 56.00 vs. JHDRX (42.00). JHTAX has a lower initial minimum investment than JHDRX: JHTAX (1000) vs JHDRX (15000000). JHDRX annual gain was more profitable for investors over the last year : 8.73 vs. JHTAX (7.83).
| JHDRX | JHTAX | JHDRX / JHTAX | |
| Total Expense Ratio | 0.34 | 0.85 | 40% |
| Annual Report Gross Expense Ratio | 0.34 | 0.85 | 40% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 2.540 | 2.633 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.2B | 3.14B | 165% |
| Annual Yield % from dividends | 0.96 | 0.45 | 214% |
| Returns for 1 year | 8.73 | 7.83 | 111% |
| Returns for 3 years | 30.90 | 39.29 | 79% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OISGX | 14.10 | 0.14 | +1.00% |
| Optimum Small-Mid Cap Growth Instl | |||
| MPAIX | 28.72 | 0.28 | +0.98% |
| Morgan Stanley Inst Advantage I | |||
| WTMVX | 12.28 | 0.11 | +0.90% |
| Segall Bryant & Hamill Glb All Cp Retail | |||
| JVASX | 39.66 | 0.18 | +0.46% |
| JPMorgan Value Advantage I | |||
| FEBRX | 14.76 | 0.03 | +0.20% |
| First Eagle Global Income Builder R6 | |||