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JHEQX vs MRCEX
JHEQX vs MRCEX Comparison Chart
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JHEQX vs. MRCEX commentary
Jun 16, 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 MRCEX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. MRCEX (42.2M). JHEQX pays higher dividends than MRCEX: JHEQX (0.77) vs MRCEX (0.00). JHEQX was incepted earlier than MRCEX: JHEQX (12 years) vs MRCEX (10 years). MRCEX (2.55) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. MRCEX (33.00). MRCEX has a lower initial minimum investment than JHEQX: MRCEX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 6.66 vs. MRCEX (-5.67). JHEQX return over 5 years is better than : 56.54 vs. MRCEX (-14.33).
| JHEQX | MRCEX | JHEQX / MRCEX | |
| Total Expense Ratio | 0.58 | 2.28 | 25% |
| Annual Report Gross Expense Ratio | 0.58 | 2.55 | 23% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -0.693 | 2.156 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 42.2M | 49,526% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 6.66 | -5.67 | -118% |
| Returns for 3 years | 39.22 | 7.79 | 504% |
| Returns for 5 years | 56.54 | -14.33 | -395% |
| Returns for 10 years | 111.18 | N/A | - |
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