JHEQX
Price
$33.75
Change
+$0.06 (+0.18%)
Updated
Jul 25 closing price
Net Assets
21.36B
PHEFX
Price
$13.12
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
3.8B
Interact to see
Advertisement

JHEQX vs PHEFX

Header iconJHEQX vs PHEFX Comparison
Open Charts JHEQX vs PHEFXBanner chart's image
JPMorgan Hedged Equity I
Price$33.75
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets21.36B
T. Rowe Price Hedged Equity
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets3.8B
JHEQX vs PHEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. PHEFX (3.8B). PHEFX pays higher dividends than JHEQX: PHEFX (1.14) vs JHEQX (0.75). JHEQX was incepted earlier than PHEFX: JHEQX (12 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHEQX (0.58). PHEFX is a more actively managed with annual turnover of: 40.70 vs. JHEQX (37.00). PHEFX has a lower initial minimum investment than JHEQX: PHEFX (2500) vs JHEQX (1000000). PHEFX annual gain was more profitable for investors over the last year : 11.25 vs. JHEQX (9.98).
JHEQXPHEFXJHEQX / PHEFX
Total Expense Ratio0.580.7577%
Annual Report Gross Expense Ratio0.580.9959%
Fund Existence12 years2 years-
Gain YTD2.2416.14936%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.4B3.8B563%
Annual Yield % from dividends0.751.1466%
Returns for 1 year9.9811.2589%
Returns for 3 years38.89N/A-
Returns for 5 years57.07N/A-
Returns for 10 years119.78N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SSDSX35.470.26
+0.74%
DWS Small Cap Growth S
MSVZX9.470.06
+0.64%
MassMutual Small Company Val I
OGFAX95.950.38
+0.40%
JPMorgan Equity Index R6
TSHIX15.420.05
+0.33%
Transamerica Multi-Asset Income I
MGLMX16.64-0.04
-0.24%
MFS Global Real Estate R4