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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: 2.81B vs. MRIEX (34.8M). MRIEX pays higher dividends than JHTAX: MRIEX (0.69) vs JHTAX (0.48). JHTAX was incepted earlier than MRIEX: JHTAX (5 years) vs MRIEX (12 years). MRIEX (1.46) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 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 : 5.87 vs. MRIEX (-9.34).
| JHTAX | MRIEX | JHTAX / MRIEX | |
| Total Expense Ratio | 0.85 | 1.28 | 66% |
| Annual Report Gross Expense Ratio | 0.85 | 1.46 | 58% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 7.773 | 5.030 | 155% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 34.8M | 8,069% |
| Annual Yield % from dividends | 0.48 | 0.69 | 69% |
| Returns for 1 year | 5.87 | -9.34 | -63% |
| Returns for 3 years | 45.56 | 10.86 | 419% |
| Returns for 5 years | N/A | -19.75 | - |
| Returns for 10 years | N/A | 17.55 | - |
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