Interact to see
Advertisement
Advertisement
JHEQX vs PHEFX
JHEQX vs PHEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. PHEFX (3.72B). 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 : 7.91 vs. JHEQX (7.15).
| JHEQX | PHEFX | JHEQX / PHEFX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 1.151 | 4.773 | 24% |
| 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 | 3.72B | 573% |
| Annual Yield % from dividends | 0.75 | 1.14 | 66% |
| Returns for 1 year | 7.15 | 7.91 | 90% |
| Returns for 3 years | 39.78 | N/A | - |
| Returns for 5 years | 57.30 | N/A | - |
| Returns for 10 years | 118.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VRTIX | 345.24 | 3.49 | +1.02% |
| Vanguard Russell 2000 Index I | |||
| MGQIX | 18.29 | 0.17 | +0.94% |
| Morgan Stanley Inst Global Stars I | |||
| DUSQX | 34.44 | 0.28 | +0.82% |
| DFA US Large Cap Equity Institutional | |||
| POVSX | 30.61 | 0.01 | +0.03% |
| Putnam International Equity A | |||
| AINIX | 17.28 | -0.01 | -0.06% |
| Ariel International Institutional | |||