Interact to see
Advertisement
Advertisement
AALIX vs JHQAX
AALIX vs JHQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.4B vs. AALIX (30.7M). JHQAX pays higher dividends than AALIX: JHQAX (0.50) vs AALIX (0.47). AALIX was incepted earlier than JHQAX: AALIX (5 years) vs JHQAX (12 years). AALIX (1.66) is less costly to investors than JHQAX (0.83). AALIX is a more actively managed with annual turnover of: 44.00 vs. JHQAX (37.00). JHQAX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than JHQAX: AALIX (0) vs JHQAX (1000). AALIX annual gain was more profitable for investors over the last year : 16.37 vs. JHQAX (6.97).
| AALIX | JHQAX | AALIX / JHQAX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.66 | 0.83 | 200% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 15.468 | 4.900 | 316% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.7M | 21.4B | 0% |
| Annual Yield % from dividends | 0.47 | 0.50 | 94% |
| Returns for 1 year | 16.37 | 6.97 | 235% |
| Returns for 3 years | 45.01 | 49.01 | 92% |
| Returns for 5 years | N/A | 55.36 | - |
| Returns for 10 years | N/A | 134.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement