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APLIX vs JHTAX
APLIX vs JHTAX Comparison
Open Charts APLIX vs JHTAX
APLIX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.24B vs. APLIX (32.8M). APLIX pays higher dividends than JHTAX: APLIX (0.40) vs JHTAX (0.29). APLIX was incepted earlier than JHTAX: APLIX (6 years) vs JHTAX (5 years). APLIX (2.01) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. APLIX (18.00). 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 : 15.60 vs. JHTAX (9.79). APLIX return over 5 years is better than : 40.68 vs. JHTAX (37.36).
| APLIX | JHTAX | APLIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.84 | 161% |
| Annual Report Gross Expense Ratio | 2.01 | 0.84 | 239% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 6.687 | 3.370 | 198% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 3.24B | 1% |
| Annual Yield % from dividends | 0.40 | 0.29 | 138% |
| Returns for 1 year | 15.60 | 9.79 | 159% |
| Returns for 3 years | 41.25 | 39.59 | 104% |
| Returns for 5 years | 40.68 | 37.36 | 109% |
| Returns for 10 years | N/A | N/A | - |
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