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JHTAX vs MRIEX
JHTAX vs MRIEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. MRIEX (35.3M). MRIEX pays higher dividends than JHTAX: MRIEX (1.37) vs JHTAX (0.39). JHTAX was incepted earlier than MRIEX: JHTAX (5 years) vs MRIEX (12 years). MRIEX (1.41) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. MRIEX (40.00). JHTAX has a lower initial minimum investment than MRIEX: JHTAX (1000) vs MRIEX (2500). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. MRIEX (-0.21).
| JHTAX | MRIEX | JHTAX / MRIEX | |
| Total Expense Ratio | 0.84 | 1.27 | 66% |
| Annual Report Gross Expense Ratio | 0.84 | 1.41 | 60% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 0.716 | 0.690 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 35.3M | 7,805% |
| Annual Yield % from dividends | 0.39 | 1.37 | 29% |
| Returns for 1 year | 9.22 | -0.21 | -4,319% |
| Returns for 3 years | 44.15 | 10.25 | 431% |
| Returns for 5 years | N/A | -18.76 | - |
| Returns for 10 years | N/A | 36.98 | - |
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