Interact to see
Advertisement
Advertisement
AAOTX vs JHBLX
AAOTX vs JHBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
AAOTX has more cash in the bank: 4.43B vs. JHBLX (110M). JHBLX pays higher dividends than AAOTX: JHBLX (1.26) vs AAOTX (0.79). AAOTX was incepted earlier than JHBLX: AAOTX (5 years) vs JHBLX (4 years). JHBLX (1.29) is less costly to investors than AAOTX (0.74). JHBLX is a more actively managed with annual turnover of: 41.00 vs. AAOTX (4.00). AAOTX initial investment is less costly to investors than JHBLX (5%) vs JHBLX (5%). AAOTX has a lower initial minimum investment than JHBLX: AAOTX (250) vs JHBLX (1000). AAOTX annual gain was more profitable for investors over the last year : 10.28 vs. JHBLX (9.24).
| AAOTX | JHBLX | AAOTX / JHBLX | |
| Total Expense Ratio | 0.74 | 0.73 | 101% |
| Annual Report Gross Expense Ratio | 0.74 | 1.29 | 57% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 6.559 | 5.245 | 125% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 110M | 4,024% |
| Annual Yield % from dividends | 0.79 | 1.26 | 63% |
| Returns for 1 year | 10.28 | 9.24 | 111% |
| Returns for 3 years | 45.22 | 42.39 | 107% |
| Returns for 5 years | 61.09 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement