Interact to see
Advertisement
Advertisement
JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. WRAIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. WRAIX (249M). WRAIX pays higher dividends than JHEQX: WRAIX (1.41) vs JHEQX (0.77). JHEQX was incepted earlier than WRAIX: JHEQX (12 years) vs WRAIX (13 years). WRAIX (1.42) is less costly to investors than JHEQX (0.58). WRAIX is a more actively managed with annual turnover of: 43.00 vs. JHEQX (37.00). WRAIX has a lower initial minimum investment than JHEQX: WRAIX (100000) vs JHEQX (1000000). WRAIX annual gain was more profitable for investors over the last year : 8.85 vs. JHEQX (6.66). JHEQX return over 5 years is better than : 56.54 vs. WRAIX (32.82).
| JHEQX | WRAIX | JHEQX / WRAIX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.42 | 41% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -0.693 | 4.773 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 249M | 8,394% |
| Annual Yield % from dividends | 0.77 | 1.41 | 55% |
| Returns for 1 year | 6.66 | 8.85 | 75% |
| Returns for 3 years | 39.22 | 26.19 | 150% |
| Returns for 5 years | 56.54 | 32.82 | 172% |
| Returns for 10 years | 111.18 | 43.37 | 256% |
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 % |
| DWSH | 7.48 | 0.13 | +1.83% |
| AdvisorShares Dorsey Wright Short ETF | |||
| CNRG | 59.66 | 0.62 | +1.04% |
| SPDR® Kensho Clean Power ETF | |||
| WINN | 27.76 | -0.37 | -1.32% |
| Harbor Long-Term Growers ETF | |||
| IJT | 128.82 | -2.48 | -1.89% |
| iShares S&P Small-Cap 600 Growth ETF | |||
| PEJ | 52.85 | -1.09 | -2.02% |
| Invesco Dynamic Leisure and Entmnt ETF | |||