Ad is loading...
CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAHEX vs. JHEQX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.4B vs. CAHEX (709M). JHEQX pays higher dividends than CAHEX: JHEQX (0.80) vs CAHEX (0.25). CAHEX was incepted earlier than JHEQX: CAHEX (10 years) vs JHEQX (11 years). CAHEX (1.15) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CAHEX (20.00). CAHEX has a lower initial minimum investment than JHEQX: CAHEX (2500) vs JHEQX (1000000). CAHEX (7.24) and JHEQX (7.18) have marching annual gain over last year. JHEQX return over 5 years is better than : 52.60 vs. CAHEX (46.68).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | 1.15 | 0.58 | 198% |
| Annual Report Gross Expense Ratio | 1.15 | 0.58 | 198% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -1.448 | -4.352 | 33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 20.4B | 3% |
| Annual Yield % from dividends | 0.25 | 0.80 | 32% |
| Returns for 1 year | 7.24 | 7.18 | 101% |
| Returns for 3 years | 27.85 | 33.54 | 83% |
| Returns for 5 years | 46.68 | 52.60 | 89% |
| Returns for 10 years | 78.34 | 104.25 | 75% |
View a ticker or compare two or three
VS
VS
Ad is loading...