JHQAX
Price
$33.63
Change
+$0.06 (+0.18%)
Updated
Jul 25 closing price
Net Assets
21.36B
PHEFX
Price
$13.12
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
3.8B
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JHQAX vs PHEFX

Header iconJHQAX vs PHEFX Comparison
Open Charts JHQAX vs PHEFXBanner chart's image
JPMorgan Hedged Equity A
Price$33.63
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets21.36B
T. Rowe Price Hedged Equity
Price$13.12
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets3.8B
JHQAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.4B vs. PHEFX (3.8B). PHEFX pays higher dividends than JHQAX: PHEFX (1.14) vs JHQAX (0.51). JHQAX was incepted earlier than PHEFX: JHQAX (12 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHQAX (0.83). PHEFX is a more actively managed with annual turnover of: 40.70 vs. JHQAX (37.00). JHQAX has a lower initial minimum investment than PHEFX: JHQAX (1000) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 11.25 vs. JHQAX (9.71).
JHQAXPHEFXJHQAX / PHEFX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence12 years2 years-
Gain YTD2.0916.14934%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets21.4B3.8B563%
Annual Yield % from dividends0.511.1444%
Returns for 1 year9.7111.2586%
Returns for 3 years38.04N/A-
Returns for 5 years55.50N/A-
Returns for 10 years115.68N/A-
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