Interact to see
Advertisement
Advertisement
CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAHEX vs. JHEQX commentary
Aug 17, 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: 21.3B vs. CAHEX (751M). JHEQX pays higher dividends than CAHEX: JHEQX (0.74) vs CAHEX (0.24). CAHEX was incepted earlier than JHEQX: CAHEX (11 years) vs JHEQX (12 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 annual gain was more profitable for investors over the last year : 10.97 vs. JHEQX (8.54). JHEQX return over 5 years is better than : 55.12 vs. CAHEX (48.66).
| CAHEX | JHEQX | CAHEX / JHEQX | |
| Total Expense Ratio | 1.15 | 0.58 | 198% |
| Annual Report Gross Expense Ratio | 1.15 | 0.58 | 198% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.727 | 3.150 | 214% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 21.3B | 4% |
| Annual Yield % from dividends | 0.24 | 0.74 | 33% |
| Returns for 1 year | 10.97 | 8.54 | 128% |
| Returns for 3 years | 34.16 | 35.75 | 96% |
| Returns for 5 years | 48.66 | 55.12 | 88% |
| Returns for 10 years | 92.88 | 120.80 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ITDF | 35.44 | 0.01 | +0.03% |
| iShares LifePath Target Date 2050 ETF | |||
| MCDS | 55.21 | N/A | N/A |
| JPMorgan Fundamental Data Sci Md Cor ETF | |||
| AVXC | 57.35 | -0.04 | -0.06% |
| Avantis Emerging Markets Ex-Chn Eq ETF | |||
| SPTI | 28.67 | -0.02 | -0.07% |
| SPDR® Portfolio Intmdt Term Trs ETF | |||
| LGOV | 21.33 | -0.07 | -0.35% |
| First Trust Long Duration Opp ETF | |||