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JHTAX vs PHEFX
JHTAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.86B vs. JHTAX (2.76B). PHEFX pays higher dividends than JHTAX: PHEFX (0.82) vs JHTAX (0.39). JHTAX was incepted earlier than PHEFX: JHTAX (5 years) vs PHEFX (3 years). PHEFX (0.99) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. PHEFX (40.70). JHTAX has a lower initial minimum investment than PHEFX: JHTAX (1000) vs PHEFX (2500). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. PHEFX (5.15).
| JHTAX | PHEFX | JHTAX / PHEFX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.84 | 0.99 | 85% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 0.716 | 1.079 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 3.86B | 71% |
| Annual Yield % from dividends | 0.39 | 0.82 | 48% |
| Returns for 1 year | 9.22 | 5.15 | 179% |
| Returns for 3 years | 44.15 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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