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JHQCX vs PHEFX
JHQCX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQCX has more cash in the bank: 21.4B vs. PHEFX (3.8B). PHEFX pays higher dividends than JHQCX: PHEFX (1.14) vs JHQCX (0.07). JHQCX was incepted earlier than PHEFX: JHQCX (12 years) vs PHEFX (2 years). JHQCX (1.33) is less costly to investors than PHEFX (0.99). PHEFX is a more actively managed with annual turnover of: 40.70 vs. JHQCX (37.00). JHQCX has a lower initial minimum investment than PHEFX: JHQCX (1000) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 11.25 vs. JHQCX (9.17).
| JHQCX | PHEFX | JHQCX / PHEFX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 1.33 | 0.99 | 134% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 1.802 | 6.149 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.8B | 563% |
| Annual Yield % from dividends | 0.07 | 1.14 | 6% |
| Returns for 1 year | 9.17 | 11.25 | 82% |
| Returns for 3 years | 36.32 | N/A | - |
| Returns for 5 years | 52.29 | N/A | - |
| Returns for 10 years | 107.19 | N/A | - |
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