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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: 21.4B vs. PHSWX (7.99M). JHQRX (0.99) and PHSWX (0.98) 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 : 14.42 vs. JHQRX (10.30).
| 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 | 2.392 | 15.242 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 7.99M | 267,868% |
| Annual Yield % from dividends | 0.99 | 0.98 | 101% |
| Returns for 1 year | 10.30 | 14.42 | 71% |
| Returns for 3 years | 39.77 | 12.11 | 329% |
| Returns for 5 years | 58.65 | N/A | - |
| Returns for 10 years | 123.97 | N/A | - |
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