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JHEQX vs PHSWX
JHEQX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. PHSWX (8.7M). PHSWX pays higher dividends than JHEQX: PHSWX (0.96) vs JHEQX (0.73). JHEQX was incepted earlier than PHSWX: JHEQX (12 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than JHEQX: PHSWX (1000) vs JHEQX (1000000). PHSWX annual gain was more profitable for investors over the last year : 12.93 vs. JHEQX (9.52).
| JHEQX | PHSWX | JHEQX / PHSWX | |
| Total Expense Ratio | 0.58 | 2.27 | 26% |
| Annual Report Gross Expense Ratio | 0.58 | 3.05 | 19% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 3.786 | 18.129 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 8.7M | 243,762% |
| Annual Yield % from dividends | 0.73 | 0.96 | 76% |
| Returns for 1 year | 9.52 | 12.93 | 74% |
| Returns for 3 years | 40.26 | 17.03 | 236% |
| Returns for 5 years | 55.32 | N/A | - |
| Returns for 10 years | 131.62 | N/A | - |
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