Interact to see
Advertisement
Advertisement
JHEQX vs JIHRX
JHEQX vs JIHRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JIHRX 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 JIHRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. JIHRX (230M). JIHRX pays higher dividends than JHEQX: JIHRX (2.71) vs JHEQX (0.75). JHEQX was incepted earlier than JIHRX: JHEQX (12 years) vs JIHRX (6 years). JHEQX (0.58) and JIHRX (0.58) have similar cost to investors . JHEQX is a more actively managed with annual turnover of: 37.00 vs. JIHRX (27.00). JHEQX has a lower initial minimum investment than JIHRX: JHEQX (1000000) vs JIHRX (15000000). JIHRX annual gain was more profitable for investors over the last year : 11.31 vs. JHEQX (7.15). JHEQX return over 5 years is better than : 57.30 vs. JIHRX (42.41).
| JHEQX | JIHRX | JHEQX / JIHRX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.151 | 13.636 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 230M | 9,261% |
| Annual Yield % from dividends | 0.75 | 2.71 | 28% |
| Returns for 1 year | 7.15 | 11.31 | 63% |
| Returns for 3 years | 39.78 | 33.53 | 119% |
| Returns for 5 years | 57.30 | 42.41 | 135% |
| Returns for 10 years | 118.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers