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JHTAX vs PHEIX
JHTAX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEIX has more cash in the bank: 3.86B vs. JHTAX (2.73B). PHEIX pays higher dividends than JHTAX: PHEIX (0.91) vs JHTAX (0.39). JHTAX was incepted earlier than PHEIX: JHTAX (5 years) vs PHEIX (3 years). JHTAX (0.84) is less costly to investors than PHEIX (0.47). JHTAX is a more actively managed with annual turnover of: 44.00 vs. PHEIX (40.70). JHTAX has a lower initial minimum investment than PHEIX: JHTAX (1000) vs PHEIX (500000). JHTAX annual gain was more profitable for investors over the last year : 9.22 vs. PHEIX (5.48).
| JHTAX | PHEIX | JHTAX / PHEIX | |
| Total Expense Ratio | 0.84 | 0.47 | 179% |
| Annual Report Gross Expense Ratio | 0.84 | 0.47 | 179% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 0.716 | 1.150 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 3.86B | 71% |
| Annual Yield % from dividends | 0.39 | 0.91 | 43% |
| Returns for 1 year | 9.22 | 5.48 | 168% |
| 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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