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APLIX vs JHTAX
APLIX vs JHTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.09B vs. APLIX (24.8M). APLIX pays higher dividends than JHTAX: APLIX (0.69) vs JHTAX (0.49). APLIX was incepted earlier than JHTAX: APLIX (4 years) vs JHTAX (4 years). APLIX (1.81) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. APLIX (44.00). APLIX has a lower initial minimum investment than JHTAX: APLIX (100) vs JHTAX (1000). JHTAX annual gain was more profitable for investors over the last year : 5.98 vs. APLIX (3.20).
| APLIX | JHTAX | APLIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.81 | 0.85 | 213% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -3.096 | -3.914 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 3.09B | 1% |
| Annual Yield % from dividends | 0.69 | 0.49 | 142% |
| Returns for 1 year | 3.20 | 5.98 | 54% |
| Returns for 3 years | 11.37 | 22.74 | 50% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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