JHEQX
Price
$33.75
Change
+$0.06 (+0.18%)
Updated
Jul 25 closing price
Net Assets
21.36B
PHEIX
Price
$13.17
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
3.8B
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JHEQX vs PHEIX

Header iconJHEQX vs PHEIX Comparison
Open Charts JHEQX vs PHEIXBanner 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 I
Price$13.17
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets3.8B
JHEQX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. PHEIX (3.8B). 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 : 11.52 vs. JHEQX (9.98).
JHEQXPHEIXJHEQX / PHEIX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence12 years2 years-
Gain YTD2.2416.21036%
Front LoadN/AN/A-
Min. Initial Investment1000000500000200%
Min. Initial Investment IRAN/AN/A-
Net Assets21.4B3.8B563%
Annual Yield % from dividends0.751.2660%
Returns for 1 year9.9811.5287%
Returns for 3 years38.89N/A-
Returns for 5 years57.07N/A-
Returns for 10 years119.78N/A-
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