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APLIX vs JHTAX
APLIX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.14B vs. APLIX (26.8M). APLIX pays higher dividends than JHTAX: APLIX (0.56) vs JHTAX (0.45). APLIX was incepted earlier than JHTAX: APLIX (5 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). APLIX annual gain was more profitable for investors over the last year : 12.87 vs. JHTAX (7.83).
| APLIX | JHTAX | APLIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.81 | 0.85 | 213% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 8.031 | 2.633 | 305% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8M | 3.14B | 1% |
| Annual Yield % from dividends | 0.56 | 0.45 | 124% |
| Returns for 1 year | 12.87 | 7.83 | 164% |
| Returns for 3 years | 28.95 | 39.29 | 74% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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