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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: 2.81B vs. PHSWX (9.84M). PHSWX pays higher dividends than JHTAX: PHSWX (0.94) vs JHTAX (0.48). JHTAX was incepted earlier than PHSWX: JHTAX (5 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 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 : 17.97 vs. JHTAX (5.87).
| JHTAX | PHSWX | JHTAX / PHSWX | |
| Total Expense Ratio | 0.85 | 2.27 | 37% |
| Annual Report Gross Expense Ratio | 0.85 | 3.05 | 28% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 7.773 | 21.247 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 9.84M | 28,551% |
| Annual Yield % from dividends | 0.48 | 0.94 | 51% |
| Returns for 1 year | 5.87 | 17.97 | 33% |
| Returns for 3 years | 45.56 | 21.57 | 211% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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