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: 21.3B vs. PHEFX (3.81B). PHEFX pays higher dividends than JHQAX: PHEFX (1.13) vs JHQAX (0.50). 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 : 9.71 vs. JHQAX (8.14).
| 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 | 2.880 | 6.958 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 3.81B | 559% |
| Annual Yield % from dividends | 0.50 | 1.13 | 44% |
| Returns for 1 year | 8.14 | 9.71 | 84% |
| Returns for 3 years | 34.75 | N/A | - |
| Returns for 5 years | 53.39 | N/A | - |
| Returns for 10 years | 116.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement