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JHEQX vs SDAIX
JHEQX vs SDAIX Comparison Chart in %
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JHEQX vs. SDAIX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a StrongBuy and SDAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.1B vs. SDAIX (54.3M). JHEQX pays higher dividends than SDAIX: JHEQX (0.64) vs SDAIX (0.00). JHEQX was incepted earlier than SDAIX: JHEQX (12 years) vs SDAIX (7 years). SDAIX (1.59) is less costly to investors than JHEQX (0.57). SDAIX is a more actively managed with annual turnover of: 54.00 vs. JHEQX (20.00). SDAIX has a lower initial minimum investment than JHEQX: SDAIX (100000) vs JHEQX (1000000). SDAIX annual gain was more profitable for investors over the last year : 12.83 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 50.53 vs. SDAIX (15.60).
| JHEQX | SDAIX | JHEQX / SDAIX | |
| Total Expense Ratio | 0.57 | 1.43 | 40% |
| Annual Report Gross Expense Ratio | 0.57 | 1.59 | 36% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 0.764 | 0.692 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 54.3M | 38,858% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 7.60 | 12.83 | 59% |
| Returns for 3 years | 42.55 | 13.31 | 320% |
| Returns for 5 years | 50.53 | 15.60 | 324% |
| Returns for 10 years | 154.29 | N/A | - |
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