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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: 2.97B vs. APLIX (32.4M). JHTAX pays higher dividends than APLIX: JHTAX (0.35) vs APLIX (0.32). APLIX was incepted earlier than JHTAX: APLIX (5 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 : 20.01 vs. JHTAX (11.94). APLIX return over 5 years is better than : 41.01 vs. JHTAX (38.53).
| APLIX | JHTAX | APLIX / JHTAX | |
| Total Expense Ratio | 1.35 | 0.84 | 161% |
| Annual Report Gross Expense Ratio | 2.01 | 0.84 | 239% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 5.628 | 2.620 | 215% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100 | 1000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 2.97B | 1% |
| Annual Yield % from dividends | 0.32 | 0.35 | 92% |
| Returns for 1 year | 20.01 | 11.94 | 168% |
| Returns for 3 years | 43.73 | 40.70 | 107% |
| Returns for 5 years | 41.01 | 38.53 | 106% |
| Returns for 10 years | N/A | N/A | - |
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