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JHEQX vs JHQAX
JHEQX vs JHQAX Comparison Chart in %
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JHEQX vs. JHQAX commentary
Jul 06, 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 JHEQX is a StrongBuy and JHQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX (21.3B) and JHQAX (21.3B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.75) vs JHQAX (0.51). JHEQX was incepted earlier than JHQAX: JHEQX (12 years) vs JHQAX (12 years). JHQAX (0.83) is less costly to investors than JHEQX (0.58). JHEQX (37.00) and JHQAX (37.00) have comparable annual turnover. JHQAX has a lower initial minimum investment than JHEQX: JHQAX (1000) vs JHEQX (1000000). JHEQX (7.15) and JHQAX (6.87) have marching annual gain over last year. JHEQX (57.30) and JHQAX (55.66) have equivalent 5 years return.
| JHEQX | JHQAX | JHEQX / JHQAX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.151 | 0.998 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 21.3B | 100% |
| Annual Yield % from dividends | 0.75 | 0.51 | 148% |
| Returns for 1 year | 7.15 | 6.87 | 104% |
| Returns for 3 years | 39.78 | 38.87 | 102% |
| Returns for 5 years | 57.30 | 55.66 | 103% |
| Returns for 10 years | 118.62 | 114.41 | 104% |
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