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JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. PHSWX (12.6M). PHSWX pays higher dividends than JHTAX: PHSWX (0.44) vs JHTAX (0.39). JHTAX was incepted earlier than PHSWX: JHTAX (5 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. PHSWX (32.68). JHTAX (1000) and PHSWX (1000) have matching initial minimum investment requirements. PHSWX annual gain was more profitable for investors over the last year : 30.09 vs. JHTAX (9.22).
| JHTAX | PHSWX | JHTAX / PHSWX | |
| Total Expense Ratio | 0.84 | 2.27 | 37% |
| Annual Report Gross Expense Ratio | 0.84 | 3.05 | 28% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 0.716 | 10.596 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 12.6M | 21,865% |
| Annual Yield % from dividends | 0.39 | 0.44 | 89% |
| Returns for 1 year | 9.22 | 30.09 | 31% |
| Returns for 3 years | 44.15 | 35.56 | 124% |
| Returns for 5 years | N/A | 25.54 | - |
| Returns for 10 years | N/A | N/A | - |
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