Interact to see
Advertisement
Advertisement
JHQAX vs PHEFX
JHQAX vs PHEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21B vs. PHEFX (3.72B). PHEFX pays higher dividends than JHQAX: PHEFX (1.18) vs JHQAX (0.53). 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). JHQAX annual gain was more profitable for investors over the last year : 6.39 vs. PHEFX (5.98).
| JHQAX | PHEFX | JHQAX / PHEFX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.99 | 84% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | -0.819 | 1.295 | -63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 3.72B | 565% |
| Annual Yield % from dividends | 0.53 | 1.18 | 45% |
| Returns for 1 year | 6.39 | 5.98 | 107% |
| Returns for 3 years | 38.42 | N/A | - |
| Returns for 5 years | 54.93 | N/A | - |
| Returns for 10 years | 107.28 | N/A | - |
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 % |
| SKF | 31.41 | 1.30 | +4.32% |
| ProShares UltraShort Financials | |||
| SLVP | 18.19 | 0.17 | +0.94% |
| iShares MSCI Global Silver&Mtls Mnrs ETF | |||
| RFDI | 72.84 | -0.52 | -0.71% |
| First Trust RiverFront Dyn Dev Intl ETF | |||
| VIS | 270.28 | -2.58 | -0.95% |
| Vanguard Industrials ETF | |||
| TDVG | 41.43 | -0.52 | -1.24% |
| T. Rowe Price Dividend Growth ETF | |||