JHEQX
Price
$33.39
Change
+$0.14 (+0.42%)
Updated
Jul 3 closing price
Net Assets
21.28B
WRAIX
Price
$14.03
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
249.32M
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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$33.39
Change+$0.14 (+0.42%)
VolumeN/A
Net Assets21.28B
Wilmington Global Alpha Equities I
Price$14.03
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets249.32M
JHEQX vs WRAIX Comparison Chart in %
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JHEQX vs. WRAIX commentary
Jul 07, 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: 21.3B vs. WRAIX (249M). WRAIX pays higher dividends than JHEQX: WRAIX (1.39) vs JHEQX (0.75). 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 : 9.74 vs. JHEQX (7.15). JHEQX return over 5 years is better than : 57.30 vs. WRAIX (33.54).
JHEQXWRAIXJHEQX / WRAIX
Total Expense Ratio0.581.2546%
Annual Report Gross Expense Ratio0.581.4241%
Fund Existence12 years13 years-
Gain YTD1.1516.28818%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B249M8,554%
Annual Yield % from dividends0.751.3954%
Returns for 1 year7.159.7473%
Returns for 3 years39.7825.94153%
Returns for 5 years57.3033.54171%
Returns for 10 years118.6245.18263%
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