Interact to see
Advertisement
Advertisement
JHEQX vs PHEIX
JHEQX vs PHEIX 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. PHEIX (3.72B). PHEIX pays higher dividends than JHEQX: PHEIX (1.26) vs JHEQX (0.75). JHEQX was incepted earlier than PHEIX: JHEQX (12 years) vs PHEIX (2 years). JHEQX (0.58) is less costly to investors than PHEIX (0.47). PHEIX is a more actively managed with annual turnover of: 40.70 vs. JHEQX (37.00). PHEIX has a lower initial minimum investment than JHEQX: PHEIX (500000) vs JHEQX (1000000). PHEIX annual gain was more profitable for investors over the last year : 8.27 vs. JHEQX (7.15).
| JHEQX | PHEIX | JHEQX / PHEIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 1.151 | 4.919 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 3.72B | 573% |
| Annual Yield % from dividends | 0.75 | 1.26 | 60% |
| Returns for 1 year | 7.15 | 8.27 | 86% |
| 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NUSB | 25.25 | 0.02 | +0.08% |
| Nuveen Ultra Short Income ETF | |||
| LDRH | 24.90 | 0.02 | +0.08% |
| iShares iBonds 1-5 Year High Yield and Income Ladder ETF | |||
| TPMN | 24.29 | 0.01 | +0.02% |
| Timothy Plan Market Neutral ETF | |||
| VKQ | 9.26 | N/A | N/A |
| Invesco Municipal Trust | |||
| BBIN | 67.61 | -0.02 | -0.03% |
| JPMorgan BetaBuilders Intl Eq ETF | |||