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JHQAX vs PHEFX
JHQAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.6B vs. PHEFX (3.91B). 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 (0.82). 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). JHQAX annual gain was more profitable for investors over the last year : 5.90 vs. PHEFX (4.13).
| JHQAX | PHEFX | JHQAX / PHEFX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 0.82 | 0.99 | 83% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 8.365 | 6.149 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 3.91B | 553% |
| Annual Yield % from dividends | 0.49 | 1.07 | 46% |
| Returns for 1 year | 5.90 | 4.13 | 143% |
| Returns for 3 years | 49.24 | N/A | - |
| Returns for 5 years | 52.46 | N/A | - |
| Returns for 10 years | 137.10 | N/A | - |
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