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JHEQX vs LONAX
JHEQX vs LONAX Comparison Chart in %
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JHEQX vs. LONAX commentary
Jul 06, 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 LONAX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. LONAX (141M). JHEQX pays higher dividends than LONAX: JHEQX (0.75) vs LONAX (0.00). JHEQX was incepted earlier than LONAX: JHEQX (12 years) vs LONAX (10 years). LONAX (2.24) is less costly to investors than JHEQX (0.58). LONAX is a more actively managed with annual turnover of: 102.00 vs. JHEQX (37.00). LONAX has a lower initial minimum investment than JHEQX: LONAX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 7.15 vs. LONAX (6.55). JHEQX return over 5 years is better than : 57.30 vs. LONAX (38.40).
| JHEQX | LONAX | JHEQX / LONAX | |
| Total Expense Ratio | 0.58 | 2.24 | 26% |
| Annual Report Gross Expense Ratio | 0.58 | 2.24 | 26% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 1.151 | -0.679 | -170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 141M | 15,106% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 7.15 | 6.55 | 109% |
| Returns for 3 years | 39.78 | 19.56 | 203% |
| Returns for 5 years | 57.30 | 38.40 | 149% |
| Returns for 10 years | 118.62 | N/A | - |
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