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JHEQX vs MRIEX
JHEQX vs MRIEX Comparison Chart in %
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JHEQX vs. MRIEX 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 MRIEX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. MRIEX (36.6M). JHEQX pays higher dividends than MRIEX: JHEQX (0.75) vs MRIEX (0.70). JHEQX was incepted earlier than MRIEX: JHEQX (12 years) vs MRIEX (12 years). MRIEX (1.46) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. MRIEX (33.00). MRIEX has a lower initial minimum investment than JHEQX: MRIEX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 7.15 vs. MRIEX (-1.75). JHEQX return over 5 years is better than : 57.30 vs. MRIEX (-7.88).
| JHEQX | MRIEX | JHEQX / MRIEX | |
| Total Expense Ratio | 0.58 | 1.28 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.46 | 40% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.151 | 5.945 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 36.6M | 58,197% |
| Annual Yield % from dividends | 0.75 | 0.70 | 108% |
| Returns for 1 year | 7.15 | -1.75 | -409% |
| Returns for 3 years | 39.78 | 13.64 | 292% |
| Returns for 5 years | 57.30 | -7.88 | -727% |
| Returns for 10 years | 118.62 | 14.41 | 823% |
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