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JHQRX vs PHSWX
JHQRX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.2B vs. PHSWX (8.7M). JHQRX (0.96) and PHSWX (0.96) have matching dividends . JHQRX was incepted earlier than PHSWX: JHQRX (12 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than JHQRX: PHSWX (1000) vs JHQRX (15000000). PHSWX annual gain was more profitable for investors over the last year : 12.93 vs. JHQRX (9.83).
| JHQRX | PHSWX | JHQRX / PHSWX | |
| Total Expense Ratio | 0.33 | 2.27 | 15% |
| Annual Report Gross Expense Ratio | 0.33 | 3.05 | 11% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 3.965 | 18.129 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 8.7M | 243,762% |
| Annual Yield % from dividends | 0.96 | 0.96 | 101% |
| Returns for 1 year | 9.83 | 12.93 | 76% |
| Returns for 3 years | 41.13 | 17.03 | 241% |
| Returns for 5 years | 56.94 | N/A | - |
| Returns for 10 years | 136.08 | N/A | - |
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