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AALIX vs JHTAX
AALIX vs JHTAX Comparison
Open Charts AALIX vs JHTAX
AALIX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.97B vs. AALIX (32.4M). AALIX pays higher dividends than JHTAX: AALIX (0.43) vs JHTAX (0.35). AALIX was incepted earlier than JHTAX: AALIX (5 years) vs JHTAX (5 years). AALIX (1.86) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. AALIX (18.00). 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 : 19.92 vs. JHTAX (11.94). AALIX return over 5 years is better than : 40.81 vs. JHTAX (38.53).
| AALIX | JHTAX | AALIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.84 | 161% |
| Annual Report Gross Expense Ratio | 1.86 | 0.84 | 221% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 5.509 | 2.620 | 210% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 2.97B | 1% |
| Annual Yield % from dividends | 0.43 | 0.35 | 124% |
| Returns for 1 year | 19.92 | 11.94 | 167% |
| Returns for 3 years | 43.64 | 40.70 | 107% |
| Returns for 5 years | 40.81 | 38.53 | 106% |
| Returns for 10 years | N/A | N/A | - |
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