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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
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JHEQX vs. JHQRX commentary
Jul 07, 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 (21.3B) and JHQRX (21.3B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.99) vs JHEQX (0.75). JHEQX was incepted earlier than JHQRX: JHEQX (12 years) vs JHQRX (12 years). JHEQX (0.58) is less costly to investors than JHQRX (0.33). JHEQX (37.00) and JHQRX (37.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (7.43) and JHEQX (7.15) have marching annual gain over last year. JHQRX (58.91) and JHEQX (57.30) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.58 | 0.33 | 176% |
| Annual Report Gross Expense Ratio | 0.58 | 0.33 | 176% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.151 | 1.272 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 21.3B | 100% |
| Annual Yield % from dividends | 0.75 | 0.99 | 76% |
| Returns for 1 year | 7.15 | 7.43 | 96% |
| Returns for 3 years | 39.78 | 40.62 | 98% |
| Returns for 5 years | 57.30 | 58.91 | 97% |
| Returns for 10 years | 118.62 | 122.73 | 97% |
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