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JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart in %
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JHEQX vs. WRAIX commentary
Nov 14, 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 Buy and WRAIX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. WRAIX (232M). WRAIX pays higher dividends than JHEQX: WRAIX (1.37) vs JHEQX (0.73). JHEQX was incepted earlier than WRAIX: JHEQX (12 years) vs WRAIX (14 years). WRAIX (1.51) is less costly to investors than JHEQX (0.58). WRAIX is a more actively managed with annual turnover of: 82.00 vs. JHEQX (20.00). 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 : 6.38 vs. JHEQX (4.81). JHEQX return over 5 years is better than : 53.17 vs. WRAIX (28.10).
| JHEQX | WRAIX | JHEQX / WRAIX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.51 | 38% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 6.324 | 7.955 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 232M | 9,224% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 4.81 | 6.38 | 75% |
| Returns for 3 years | 48.08 | 27.49 | 175% |
| Returns for 5 years | 53.17 | 28.10 | 189% |
| Returns for 10 years | 139.68 | 53.03 | 263% |
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