Interact to see
Advertisement
Advertisement
JHQRX vs PHEIX
JHQRX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.3B vs. PHEIX (3.81B). PHEIX pays higher dividends than JHQRX: PHEIX (1.24) vs JHQRX (0.98). JHQRX was incepted earlier than PHEIX: JHQRX (12 years) vs PHEIX (2 years). PHEIX (0.47) is less costly to investors than JHQRX (0.33). PHEIX is a more actively managed with annual turnover of: 40.70 vs. JHQRX (37.00). PHEIX has a lower initial minimum investment than JHQRX: PHEIX (500000) vs JHQRX (15000000). PHEIX annual gain was more profitable for investors over the last year : 10.06 vs. JHQRX (8.69).
| JHQRX | PHEIX | JHQRX / PHEIX | |
| Total Expense Ratio | 0.33 | 0.47 | 70% |
| Annual Report Gross Expense Ratio | 0.33 | 0.47 | 70% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 3.209 | 7.097 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 3.81B | 559% |
| Annual Yield % from dividends | 0.98 | 1.24 | 79% |
| Returns for 1 year | 8.69 | 10.06 | 86% |
| Returns for 3 years | 36.45 | N/A | - |
| Returns for 5 years | 56.55 | N/A | - |
| Returns for 10 years | 124.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers