Interact to see
Advertisement
Advertisement
JHEQX vs LONGX
JHEQX vs LONGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. LONGX commentary
Jun 15, 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 LONGX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. LONGX (136M). JHEQX pays higher dividends than LONGX: JHEQX (0.77) vs LONGX (0.00). JHEQX was incepted earlier than LONGX: JHEQX (12 years) vs LONGX (10 years). LONGX (1.99) is less costly to investors than JHEQX (0.58). LONGX is a more actively managed with annual turnover of: 102.00 vs. JHEQX (37.00). LONGX has a lower initial minimum investment than JHEQX: LONGX (10000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 6.66 vs. LONGX (4.98). JHEQX return over 5 years is better than : 56.54 vs. LONGX (42.42).
| JHEQX | LONGX | JHEQX / LONGX | |
| Total Expense Ratio | 0.58 | 1.99 | 29% |
| Annual Report Gross Expense Ratio | 0.58 | 1.99 | 29% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -0.693 | -2.913 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 136M | 15,368% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 6.66 | 4.98 | 134% |
| Returns for 3 years | 39.22 | 17.66 | 222% |
| Returns for 5 years | 56.54 | 42.42 | 133% |
| Returns for 10 years | 111.18 | 98.83 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement