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JHQAX vs PHEIX
JHQAX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21B vs. PHEIX (3.86B). PHEIX pays higher dividends than JHQAX: PHEIX (0.91) vs JHQAX (0.41). JHQAX was incepted earlier than PHEIX: JHQAX (12 years) vs PHEIX (3 years). JHQAX (0.82) is less costly to investors than PHEIX (0.47). PHEIX is a more actively managed with annual turnover of: 40.70 vs. JHQAX (20.00). JHQAX has a lower initial minimum investment than PHEIX: JHQAX (1000) vs PHEIX (500000). JHQAX annual gain was more profitable for investors over the last year : 7.33 vs. PHEIX (5.48).
| JHQAX | PHEIX | JHQAX / PHEIX | |
| Total Expense Ratio | 0.82 | 0.47 | 174% |
| Annual Report Gross Expense Ratio | 0.82 | 0.47 | 174% |
| Fund Existence | 12 years | 3 years | - |
| Gain YTD | 0.738 | 1.150 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 3.86B | 544% |
| Annual Yield % from dividends | 0.41 | 0.91 | 45% |
| Returns for 1 year | 7.33 | 5.48 | 134% |
| Returns for 3 years | 41.47 | N/A | - |
| Returns for 5 years | 49.03 | N/A | - |
| Returns for 10 years | 149.28 | N/A | - |
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