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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart
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CAHEX vs. JHEQX commentary
Jan 31, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAHEX is a StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.5B vs. CAHEX (720M). JHEQX pays higher dividends than CAHEX: JHEQX (0.90) vs CAHEX (0.45). CAHEX was incepted earlier than JHEQX: CAHEX (10 years) vs JHEQX (11 years). JHEQX is a more actively managed with annual turnover of: 27.00 vs. CAHEX (19.00). CAHEX has a lower initial minimum investment than JHEQX: CAHEX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 18.13 vs. CAHEX (15.98). JHEQX return over 5 years is better than : 63.49 vs. CAHEX (47.14).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.027 | 1.359 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 21.5B | 3% |
| Annual Yield % from dividends | 0.45 | 0.90 | 50% |
| Returns for 1 year | 15.98 | 18.13 | 88% |
| Returns for 3 years | 21.82 | 29.94 | 73% |
| Returns for 5 years | 47.14 | 63.49 | 74% |
| Returns for 10 years | 90.84 | 121.21 | 75% |
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