JHTGX
Price
$20.63
Change
-$0.14 (-0.67%)
Updated
Nov 13 closing price
Net Assets
2.81B
PHEFX
Price
$13.63
Change
-$0.17 (-1.23%)
Updated
Nov 13 closing price
Net Assets
3.93B
Interact to see
Advertisement

JHTGX vs PHEFX

Header iconJHTGX vs PHEFX Comparison
Open Charts JHTGX vs PHEFXBanner chart's image
JPMorgan Hedged Equity 3 R5
Price$20.63
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets2.81B
T. Rowe Price Hedged Equity
Price$13.63
Change-$0.17 (-1.23%)
VolumeN/A
Net Assets3.93B
JHTGX vs PHEFX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.93B vs. JHTGX (2.81B). PHEFX pays higher dividends than JHTGX: PHEFX (1.07) vs JHTGX (0.85). JHTGX was incepted earlier than PHEFX: JHTGX (5 years) vs PHEFX (2 years). JHTGX (1.59) is less costly to investors than PHEFX (0.99). JHTGX is a more actively managed with annual turnover of: 56.00 vs. PHEFX (40.70). JHTGX has a lower initial minimum investment than PHEFX: JHTGX (0) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 8.30 vs. JHTGX (5.61).
JHTGXPHEFXJHTGX / PHEFX
Total Expense Ratio0.450.7560%
Annual Report Gross Expense Ratio1.590.99161%
Fund Existence5 years2 years-
Gain YTD7.44611.65064%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.81B3.93B71%
Annual Yield % from dividends0.851.0779%
Returns for 1 year5.618.3068%
Returns for 3 years47.32N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WAEMX2.870.01
+0.35%
Wasatch Emerging Markets Small Cap Inv
MITCX35.11-0.57
-1.60%
MFS Massachusetts Investors Tr C
JRSIX13.20-0.23
-1.71%
JH Adaptive Risk Mgd U.S. Eq I
WGUSX14.39-0.34
-2.31%
Wasatch US Select Inst
LMOFX47.29-1.15
-2.37%
Patient Opportunity FI