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JHQCX vs PHEFX
JHQCX vs PHEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQCX has more cash in the bank: 21B vs. PHEFX (3.72B). PHEFX pays higher dividends than JHQCX: PHEFX (1.18) vs JHQCX (0.09). 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 (5.98) and JHQCX (5.84) have marching annual gain over last year.
| 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 | -1.038 | 1.295 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 3.72B | 565% |
| Annual Yield % from dividends | 0.09 | 1.18 | 7% |
| Returns for 1 year | 5.84 | 5.98 | 98% |
| Returns for 3 years | 36.87 | N/A | - |
| Returns for 5 years | 51.76 | N/A | - |
| Returns for 10 years | 99.23 | N/A | - |
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