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CAHEX vs JHEQX
CAHEX vs JHEQX Comparison Chart
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CAHEX vs. JHEQX commentary
Mar 10, 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 Buy and JHEQX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. CAHEX (711M). JHEQX pays higher dividends than CAHEX: JHEQX (0.74) 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). JHEQX annual gain was more profitable for investors over the last year : 11.09 vs. CAHEX (8.75). JHEQX return over 5 years is better than : 65.51 vs. CAHEX (48.74).
| 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 | -0.753 | -1.147 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 711M | 20.9B | 3% |
| Annual Yield % from dividends | 0.25 | 0.74 | 33% |
| Returns for 1 year | 8.75 | 11.09 | 79% |
| Returns for 3 years | 24.93 | 30.96 | 81% |
| Returns for 5 years | 48.74 | 65.51 | 74% |
| Returns for 10 years | 84.33 | 113.91 | 74% |
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