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JHQPX vs PHEFX
JHQPX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQPX has more cash in the bank: 21.4B vs. PHEFX (3.8B). PHEFX pays higher dividends than JHQPX: PHEFX (1.14) vs JHQPX (0.88). JHQPX was incepted earlier than PHEFX: JHQPX (12 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHQPX (0.43). PHEFX is a more actively managed with annual turnover of: 40.70 vs. JHQPX (37.00). JHQPX has a lower initial minimum investment than PHEFX: JHQPX (0) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 11.25 vs. JHQPX (10.18).
| JHQPX | PHEFX | JHQPX / PHEFX | |
| Total Expense Ratio | 0.43 | 0.75 | 57% |
| Annual Report Gross Expense Ratio | 0.43 | 0.99 | 43% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 2.330 | 6.149 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 3.8B | 563% |
| Annual Yield % from dividends | 0.88 | 1.14 | 77% |
| Returns for 1 year | 10.18 | 11.25 | 90% |
| Returns for 3 years | 39.43 | N/A | - |
| Returns for 5 years | 57.98 | N/A | - |
| Returns for 10 years | 122.41 | N/A | - |
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