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JHTGX vs PHEFX
JHTGX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.91B vs. JHTGX (2.82B). PHEFX pays higher dividends than JHTGX: PHEFX (1.07) vs JHTGX (0.83). JHTGX was incepted earlier than PHEFX: JHTGX (5 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHTGX (0.46). JHTGX is a more actively managed with annual turnover of: 44.00 vs. PHEFX (40.70). JHTGX has a lower initial minimum investment than PHEFX: JHTGX (0) vs PHEFX (2500). JHTGX annual gain was more profitable for investors over the last year : 8.19 vs. PHEFX (4.13).
| JHTGX | PHEFX | JHTGX / PHEFX | |
| Total Expense Ratio | 0.45 | 0.75 | 60% |
| Annual Report Gross Expense Ratio | 0.46 | 0.99 | 46% |
| Fund Existence | 5 years | 2 years | - |
| Gain YTD | 10.258 | 6.149 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 3.91B | 72% |
| Annual Yield % from dividends | 0.83 | 1.07 | 78% |
| Returns for 1 year | 8.19 | 4.13 | 198% |
| Returns for 3 years | 53.41 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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