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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: 21.3B vs. PHEFX (3.81B). PHEFX pays higher dividends than JHEQX: PHEFX (1.13) vs JHEQX (0.74). 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 : 9.71 vs. JHEQX (8.44).
| 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 | 3.059 | 6.958 | 44% |
| 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 | 3.81B | 559% |
| Annual Yield % from dividends | 0.74 | 1.13 | 65% |
| Returns for 1 year | 8.44 | 9.71 | 87% |
| Returns for 3 years | 35.63 | N/A | - |
| Returns for 5 years | 54.98 | N/A | - |
| Returns for 10 years | 120.61 | N/A | - |
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