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JHQRX vs PHSWX
JHQRX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.9B vs. PHSWX (7.3M). JHQRX (1.01) and PHSWX (0.99) have matching dividends . JHQRX was incepted earlier than PHSWX: JHQRX (12 years) vs PHSWX (4 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 : 15.40 vs. JHQRX (6.90).
| 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 | 4 years | - |
| Gain YTD | -0.599 | 14.781 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 7.3M | 286,262% |
| Annual Yield % from dividends | 1.01 | 0.99 | 102% |
| Returns for 1 year | 6.90 | 15.40 | 45% |
| Returns for 3 years | 39.97 | 11.66 | 343% |
| Returns for 5 years | 58.04 | N/A | - |
| Returns for 10 years | 114.97 | N/A | - |
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