Interact to see
Advertisement
Advertisement
JHQRX vs PHSWX
JHQRX vs PHSWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.2B vs. PHSWX (9.16M). 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 : 12.05 vs. JHQRX (7.17).
| 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 | 5.141 | 21.940 | 23% |
| 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 | 9.16M | 231,466% |
| Annual Yield % from dividends | 0.96 | 0.96 | 101% |
| Returns for 1 year | 7.17 | 12.05 | 60% |
| Returns for 3 years | 50.54 | 26.57 | 190% |
| Returns for 5 years | 58.16 | N/A | - |
| Returns for 10 years | 146.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement