JHQAX
Price
$33.27
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
21.28B
PHEFX
Price
$12.95
Change
+$0.09 (+0.70%)
Updated
Jul 3 closing price
Net Assets
3.72B
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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$33.27
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets21.28B
T. Rowe Price Hedged Equity
Price$12.95
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets3.72B
JHQAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.3B vs. PHEFX (3.72B). 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 : 7.91 vs. JHQAX (6.87).
JHQAXPHEFXJHQAX / PHEFX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.9984%
Fund Existence12 years2 years-
Gain YTD0.9984.77321%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B3.72B573%
Annual Yield % from dividends0.511.1444%
Returns for 1 year6.877.9187%
Returns for 3 years38.87N/A-
Returns for 5 years55.66N/A-
Returns for 10 years114.41N/A-
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