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JHEQX vs JHQPX
JHEQX vs JHQPX Comparison Chart in %
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JHEQX vs. JHQPX commentary
Sep 09, 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 JHQPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX (21.2B) and JHQPX (21.2B) have equal amount of cash in the bank . JHQPX pays higher dividends than JHEQX: JHQPX (0.85) vs JHEQX (0.73). JHEQX was incepted earlier than JHQPX: JHEQX (12 years) vs JHQPX (12 years). JHEQX (0.58) is less costly to investors than JHQPX (0.43). JHEQX (37.00) and JHQPX (37.00) have comparable annual turnover. JHQPX has a lower initial minimum investment than JHEQX: JHQPX (0) vs JHEQX (1000000). JHQPX (9.68) and JHEQX (9.52) have marching annual gain over last year. JHQPX (56.23) and JHEQX (55.32) have equivalent 5 years return.
| JHEQX | JHQPX | JHEQX / JHQPX | |
| Total Expense Ratio | 0.58 | 0.43 | 135% |
| Annual Report Gross Expense Ratio | 0.58 | 0.43 | 135% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 3.786 | 3.873 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 21.2B | 100% |
| Annual Yield % from dividends | 0.73 | 0.85 | 86% |
| Returns for 1 year | 9.52 | 9.68 | 98% |
| Returns for 3 years | 40.26 | 40.74 | 99% |
| Returns for 5 years | 55.32 | 56.23 | 98% |
| Returns for 10 years | 131.62 | 134.37 | 98% |
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