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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
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JHEQX vs. JHQRX commentary
Dec 29, 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 JHQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX (21.6B) and JHQRX (21.6B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.96) vs JHEQX (0.73). JHEQX was incepted earlier than JHQRX: JHEQX (12 years) vs JHQRX (12 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (6.32) and JHEQX (6.10) have marching annual gain over last year. JHQRX (55.38) and JHEQX (53.91) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 8.570 | 8.781 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 21.6B | 100% |
| Annual Yield % from dividends | 0.73 | 0.96 | 76% |
| Returns for 1 year | 6.10 | 6.32 | 97% |
| Returns for 3 years | 50.27 | 51.35 | 98% |
| Returns for 5 years | 53.91 | 55.38 | 97% |
| Returns for 10 years | 141.84 | 146.56 | 97% |
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