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AALIX vs JHEQX
AALIX vs JHEQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. AALIX (28.8M). JHEQX pays higher dividends than AALIX: JHEQX (0.74) vs AALIX (0.54). AALIX was incepted earlier than JHEQX: AALIX (5 years) vs JHEQX (12 years). AALIX (1.66) is less costly to investors than JHEQX (0.58). AALIX is a more actively managed with annual turnover of: 44.00 vs. JHEQX (37.00). AALIX has a lower initial minimum investment than JHEQX: AALIX (0) vs JHEQX (1000000). AALIX annual gain was more profitable for investors over the last year : 15.84 vs. JHEQX (8.33).
| AALIX | JHEQX | AALIX / JHEQX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.66 | 0.58 | 286% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 12.591 | 3.696 | 341% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 21.3B | 0% |
| Annual Yield % from dividends | 0.54 | 0.74 | 73% |
| Returns for 1 year | 15.84 | 8.33 | 190% |
| Returns for 3 years | 33.21 | 38.58 | 86% |
| Returns for 5 years | N/A | 54.24 | - |
| Returns for 10 years | N/A | 130.40 | - |
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