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JHQAX vs PHSWX
JHQAX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 20.9B vs. PHSWX (7.3M). PHSWX pays higher dividends than JHQAX: PHSWX (0.99) vs JHQAX (0.53). JHQAX was incepted earlier than PHSWX: JHQAX (12 years) vs PHSWX (4 years). PHSWX (3.05) is less costly to investors than JHQAX (0.83). JHQAX is a more actively managed with annual turnover of: 37.00 vs. PHSWX (32.68). JHQAX (1000) and PHSWX (1000) have matching initial minimum investment requirements. PHSWX annual gain was more profitable for investors over the last year : 15.40 vs. JHQAX (6.39).
| JHQAX | PHSWX | JHQAX / PHSWX | |
| Total Expense Ratio | 0.83 | 2.27 | 37% |
| Annual Report Gross Expense Ratio | 0.83 | 3.05 | 27% |
| Fund Existence | 12 years | 4 years | - |
| Gain YTD | -0.819 | 14.781 | -6% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 7.3M | 286,262% |
| Annual Yield % from dividends | 0.53 | 0.99 | 53% |
| Returns for 1 year | 6.39 | 15.40 | 41% |
| Returns for 3 years | 38.42 | 11.66 | 330% |
| Returns for 5 years | 54.93 | N/A | - |
| Returns for 10 years | 107.28 | N/A | - |
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