Interact to see
Advertisement
Advertisement
JHTAX vs PHEIX
JHTAX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BAFHX | 19.08 | 0.05 | +0.26% |
| Brown Advisory WMC Strat Eurp Eq Instl | |||
| EIVIX | 15.22 | 0.02 | +0.13% |
| Allspring Special Large Cap Value Inst | |||
| RMBNX | 47.97 | 0.02 | +0.04% |
| RMB Mendon Financial Services C | |||
| OWSMX | 18.49 | N/A | N/A |
| Old Westbury Small & Mid Cap Strategies | |||
| LZSCX | 12.37 | -0.08 | -0.64% |
| Lazard US Small Cap Equity Select Instl | |||