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JHEQX vs WRAIX
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.
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).
| 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 | 1.151 | 6.288 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 249M | 8,554% |
| Annual Yield % from dividends | 0.75 | 1.39 | 54% |
| Returns for 1 year | 7.15 | 9.74 | 73% |
| Returns for 3 years | 39.78 | 25.94 | 153% |
| Returns for 5 years | 57.30 | 33.54 | 171% |
| Returns for 10 years | 118.62 | 45.18 | 263% |
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