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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: 3.22B vs. AALIX (33.2M). AALIX pays higher dividends than JHTAX: AALIX (0.51) vs JHTAX (0.29). AALIX was incepted earlier than JHTAX: AALIX (6 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 : 13.62 vs. JHTAX (8.63). AALIX return over 5 years is better than : 39.64 vs. JHTAX (36.34).
| AALIX | JHTAX | AALIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.84 | 161% |
| Annual Report Gross Expense Ratio | 1.86 | 0.84 | 221% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 6.193 | 2.797 | 221% |
| Front Load | 2% | 5% | 38% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 3.22B | 1% |
| Annual Yield % from dividends | 0.51 | 0.29 | 175% |
| Returns for 1 year | 13.62 | 8.63 | 158% |
| Returns for 3 years | 38.51 | 37.94 | 101% |
| Returns for 5 years | 39.64 | 36.34 | 109% |
| Returns for 10 years | N/A | N/A | - |