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JHEQX vs PHEFX
JHEQX vs PHEFX Comparison Chart in %
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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).
| 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 | 2.241 | 6.149 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.8B | 563% |
| Annual Yield % from dividends | 0.75 | 1.14 | 66% |
| Returns for 1 year | 9.98 | 11.25 | 89% |
| Returns for 3 years | 38.89 | N/A | - |
| Returns for 5 years | 57.07 | N/A | - |
| Returns for 10 years | 119.78 | N/A | - |
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