JHEQX
Price
$32.84
Change
-$0.11 (-0.33%)
Updated
Jun 13 closing price
Net Assets
20.92B
OASDX
Price
$11.93
Change
-$0.07 (-0.58%)
Updated
Jun 13 closing price
Net Assets
69.8M
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JHEQX vs OASDX

Header iconJHEQX vs OASDX Comparison
Open Charts JHEQX vs OASDXBanner chart's image
JPMorgan Hedged Equity I
Price$32.84
Change-$0.11 (-0.33%)
VolumeN/A
Net Assets20.92B
Oakhurst Strategic Defined Risk Instl
Price$11.93
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets69.8M
JHEQX vs OASDX Comparison Chart
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JHEQX vs. OASDX 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 OASDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. OASDX (69.8M). OASDX pays higher dividends than JHEQX: OASDX (1.84) vs JHEQX (0.77). JHEQX was incepted earlier than OASDX: JHEQX (12 years) vs OASDX (8 years). OASDX (1.52) is less costly to investors than JHEQX (0.58). OASDX is a more actively managed with annual turnover of: 73.00 vs. JHEQX (37.00). OASDX has a lower initial minimum investment than JHEQX: OASDX (25000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 6.66 vs. OASDX (-0.64). JHEQX return over 5 years is better than : 56.54 vs. OASDX (23.62).
JHEQXOASDXJHEQX / OASDX
Total Expense Ratio0.581.5238%
Annual Report Gross Expense Ratio0.581.5238%
Fund Existence12 years8 years-
Gain YTD-0.6931.618-43%
Front LoadN/AN/A-
Min. Initial Investment1000000250004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.9B69.8M29,943%
Annual Yield % from dividends0.771.8442%
Returns for 1 year6.66-0.64-1,042%
Returns for 3 years39.2220.48192%
Returns for 5 years56.5423.62239%
Returns for 10 years111.18N/A-
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