Interact to see
Advertisement
Advertisement
JHQAX vs PHEIX
JHQAX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.6B vs. PHEIX (3.91B). PHEIX pays higher dividends than JHQAX: PHEIX (1.18) vs JHQAX (0.49). JHQAX was incepted earlier than PHEIX: JHQAX (12 years) vs PHEIX (2 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 : 5.86 vs. PHEIX (4.35).
| 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 | 2 years | - |
| Gain YTD | 8.365 | 6.290 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 3.91B | 553% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | 5.86 | 4.35 | 135% |
| Returns for 3 years | 49.18 | N/A | - |
| Returns for 5 years | 52.46 | N/A | - |
| Returns for 10 years | 136.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers