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JHEQX vs LONAX
JHEQX vs LONAX Comparison Chart in %
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JHEQX vs. LONAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.5B vs. LONAX (121M). JHEQX pays higher dividends than LONAX: JHEQX (0.73) 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: 61.00 vs. JHEQX (20.00). 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 : 5.27 vs. LONAX (-1.74). JHEQX return over 5 years is better than : 54.08 vs. LONAX (25.94).
| 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 | 7.811 | 3.259 | 240% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 121M | 17,769% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 5.27 | -1.74 | -302% |
| Returns for 3 years | 48.55 | 22.32 | 218% |
| Returns for 5 years | 54.08 | 25.94 | 208% |
| Returns for 10 years | 141.81 | 99.37 | 143% |
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