Interact to see
Advertisement
Advertisement
JHQAX vs PHEFX
JHQAX vs PHEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.4B vs. PHEFX (3.93B). PHEFX pays higher dividends than JHQAX: PHEFX (1.07) vs JHQAX (0.49). 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 (20.00). 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 : 6.91 vs. JHQAX (4.42).
| 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 | 6.572 | 11.327 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.93B | 544% |
| Annual Yield % from dividends | 0.49 | 1.07 | 46% |
| Returns for 1 year | 4.42 | 6.91 | 64% |
| Returns for 3 years | 45.75 | N/A | - |
| Returns for 5 years | 51.06 | N/A | - |
| Returns for 10 years | 132.74 | 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 % |
| FTRI | 15.35 | 0.16 | +1.04% |
| First Trust Indxx Glbl Natrl Res Inc ETF | |||
| USCL | 79.80 | 0.50 | +0.63% |
| iShares Climate Conscious &TrnMSCIUSAETF | |||
| SIXA | 49.79 | 0.28 | +0.57% |
| ETC 6 Meridian Mega Cap Equity ETF | |||
| QB | 42.48 | N/A | N/A |
| ProShares Nasdaq-100 Dynamic Buffer ETF | |||
| INDE | 30.37 | -0.54 | -1.75% |
| Matthews India Active ETF | |||