JHEQX
Price
$33.75
Change
+$0.06 (+0.18%)
Updated
Jul 25 closing price
Net Assets
21.36B
WRAIX
Price
$14.12
Change
-$0.01 (-0.07%)
Updated
Jul 25 closing price
Net Assets
250.37M
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JHEQX vs WRAIX

Header iconJHEQX vs WRAIX Comparison
Open Charts JHEQX vs WRAIXBanner chart's image
JPMorgan Hedged Equity I
Price$33.75
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets21.36B
Wilmington Global Alpha Equities I
Price$14.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets250.37M
JHEQX vs WRAIX Comparison Chart in %
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JHEQX vs. WRAIX commentary
Jul 27, 2025

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 WRAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. WRAIX (250M). WRAIX pays higher dividends than JHEQX: WRAIX (1.39) vs JHEQX (0.75). JHEQX was incepted earlier than WRAIX: JHEQX (12 years) vs WRAIX (14 years). WRAIX (1.42) is less costly to investors than JHEQX (0.58). WRAIX is a more actively managed with annual turnover of: 82.00 vs. JHEQX (37.00). WRAIX has a lower initial minimum investment than JHEQX: WRAIX (100000) vs JHEQX (1000000). JHEQX (9.98) and WRAIX (9.86) have marching annual gain over last year. JHEQX return over 5 years is better than : 57.07 vs. WRAIX (31.35).
JHEQXWRAIXJHEQX / WRAIX
Total Expense Ratio0.581.2546%
Annual Report Gross Expense Ratio0.581.4241%
Fund Existence12 years14 years-
Gain YTD2.2416.97032%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.4B250M8,560%
Annual Yield % from dividends0.751.3954%
Returns for 1 year9.989.86101%
Returns for 3 years38.8927.08144%
Returns for 5 years57.0731.35182%
Returns for 10 years119.7845.31264%
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