Interact to see
Advertisement
Advertisement
JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.8B vs. PHSWX (10M). PHSWX pays higher dividends than JHTAX: PHSWX (0.91) vs JHTAX (0.47). 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 : 16.24 vs. JHTAX (6.26).
| 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 | 8.658 | 22.517 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 10M | 27,960% |
| Annual Yield % from dividends | 0.47 | 0.91 | 51% |
| Returns for 1 year | 6.26 | 16.24 | 39% |
| Returns for 3 years | 43.49 | 22.71 | 191% |
| 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 % |
| DSCGX | 30.59 | 0.31 | +1.02% |
| DFA US Small Cap Growth Instl | |||
| BROIX | 23.36 | 0.12 | +0.52% |
| BlackRock Advantage International Instl | |||
| FDKFX | 16.57 | 0.08 | +0.49% |
| Fidelity International Discovery K6 | |||
| FSYKX | 11.50 | N/A | N/A |
| Fidelity Advisor Sustainable EM Eq C | |||
| KCEIX | 12.43 | -0.02 | -0.16% |
| Knights of Columbus Long/Short Eq I | |||