CAHEX
Price
$17.02
Change
+$0.05 (+0.29%)
Updated
May 8 closing price
Net Assets
708.67M
JHQCX
Price
$31.30
Change
+$0.06 (+0.19%)
Updated
May 8 closing price
Net Assets
20.43B
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CAHEX vs JHQCX

Header iconCAHEX vs JHQCX Comparison
Open Charts CAHEX vs JHQCXBanner chart's image
Calamos Hedged Equity A
Price$17.02
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets708.67M
JPMorgan Hedged Equity C
Price$31.30
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets20.43B
CAHEX vs JHQCX Comparison Chart
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CAHEX vs. JHQCX 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 JHQCX is a Buy.

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FUNDAMENTALS
Fundamentals
JHQCX has more cash in the bank: 20.4B vs. CAHEX (709M). CAHEX pays higher dividends than JHQCX: CAHEX (0.25) vs JHQCX (0.09). CAHEX was incepted earlier than JHQCX: CAHEX (10 years) vs JHQCX (11 years). JHQCX (1.33) is less costly to investors than CAHEX (1.15). JHQCX is a more actively managed with annual turnover of: 37.00 vs. CAHEX (20.00). JHQCX has a lower initial minimum investment than CAHEX: JHQCX (1000) vs CAHEX (2500). CAHEX annual gain was more profitable for investors over the last year : 7.24 vs. JHQCX (6.39). JHQCX (48.04) and CAHEX (46.68) have equivalent 5 years return.
CAHEXJHQCXCAHEX / JHQCX
Total Expense Ratio1.151.3386%
Annual Report Gross Expense Ratio1.151.3386%
Fund Existence10 years11 years-
Gain YTD-1.448-4.58232%
Front Load5%N/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets709M20.4B3%
Annual Yield % from dividends0.250.09277%
Returns for 1 year7.246.39113%
Returns for 3 years27.8531.3689%
Returns for 5 years46.6848.0497%
Returns for 10 years78.3492.7984%
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