Interact to see
Advertisement
Advertisement
JHEQX vs JHQAX
JHEQX vs JHQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JHQAX commentary
Nov 14, 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 Buy and JHQAX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (21.4B) and JHQAX (21.4B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.73) vs JHQAX (0.49). 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 (20.00) and JHQAX (20.00) have comparable annual turnover. JHQAX has a lower initial minimum investment than JHEQX: JHQAX (1000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 4.81 vs. JHQAX (4.53). JHEQX (53.17) and JHQAX (51.65) 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 | 6.324 | 6.085 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 21.4B | 100% |
| Annual Yield % from dividends | 0.73 | 0.49 | 148% |
| Returns for 1 year | 4.81 | 4.53 | 106% |
| Returns for 3 years | 48.08 | 47.07 | 102% |
| Returns for 5 years | 53.17 | 51.65 | 103% |
| Returns for 10 years | 139.68 | 134.91 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers