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AALIX vs JHTAX
AALIX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. AALIX (31.4M). JHTAX (0.48) and AALIX (0.46) have matching dividends . AALIX was incepted earlier than JHTAX: AALIX (5 years) vs JHTAX (5 years). AALIX (1.66) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. AALIX (44.00). JHTAX initial investment is less costly to investors than AALIX (2%) vs AALIX (2%). AALIX has a lower initial minimum investment than JHTAX: AALIX (0) vs JHTAX (1000). AALIX annual gain was more profitable for investors over the last year : 14.94 vs. JHTAX (5.24).
| AALIX | JHTAX | AALIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.66 | 0.85 | 195% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.853 | 6.472 | 230% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 2.76B | 1% |
| Annual Yield % from dividends | 0.46 | 0.48 | 97% |
| Returns for 1 year | 14.94 | 5.24 | 285% |
| Returns for 3 years | 35.21 | 44.71 | 79% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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