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JHEQX vs JHTRX
JHEQX vs JHTRX Comparison Chart in %
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JHEQX vs. JHTRX commentary
Feb 04, 2026
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 JHTRX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. JHTRX (2.76B). JHTRX pays higher dividends than JHEQX: JHTRX (0.85) vs JHEQX (0.64). JHEQX was incepted earlier than JHTRX: JHEQX (12 years) vs JHTRX (5 years). JHEQX (0.57) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 44.00 vs. JHEQX (20.00). JHEQX has a lower initial minimum investment than JHTRX: JHEQX (1000000) vs JHTRX (15000000). JHTRX annual gain was more profitable for investors over the last year : 9.78 vs. JHEQX (7.60).
| JHEQX | JHTRX | JHEQX / JHTRX | |
| Total Expense Ratio | 0.57 | 0.34 | 168% |
| Annual Report Gross Expense Ratio | 0.57 | 0.34 | 168% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 0.764 | 0.762 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 2.76B | 766% |
| Annual Yield % from dividends | 0.64 | 0.85 | 75% |
| Returns for 1 year | 7.60 | 9.78 | 78% |
| Returns for 3 years | 42.55 | 46.39 | 92% |
| Returns for 5 years | 50.53 | N/A | - |
| Returns for 10 years | 154.29 | N/A | - |
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