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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: 21.3B vs. PHEIX (3.72B). PHEIX pays higher dividends than JHQAX: PHEIX (1.26) vs JHQAX (0.51). JHQAX was incepted earlier than PHEIX: JHQAX (12 years) vs PHEIX (2 years). JHQAX (0.83) is less costly to investors than PHEIX (0.47). PHEIX is a more actively managed with annual turnover of: 40.70 vs. JHQAX (37.00). JHQAX has a lower initial minimum investment than PHEIX: JHQAX (1000) vs PHEIX (500000). PHEIX annual gain was more profitable for investors over the last year : 8.27 vs. JHQAX (6.87).
| JHQAX | PHEIX | JHQAX / PHEIX | |
| Total Expense Ratio | 0.83 | 0.47 | 177% |
| Annual Report Gross Expense Ratio | 0.83 | 0.47 | 177% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 0.998 | 4.919 | 20% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 3.72B | 573% |
| Annual Yield % from dividends | 0.51 | 1.26 | 40% |
| Returns for 1 year | 6.87 | 8.27 | 83% |
| Returns for 3 years | 38.87 | N/A | - |
| Returns for 5 years | 55.66 | N/A | - |
| Returns for 10 years | 114.41 | N/A | - |
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