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CAHEX vs JHQRX
CAHEX vs JHQRX Comparison Chart
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CAHEX vs. JHQRX 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 JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.4B vs. CAHEX (709M). JHQRX pays higher dividends than CAHEX: JHQRX (1.05) vs CAHEX (0.25). CAHEX was incepted earlier than JHQRX: CAHEX (10 years) vs JHQRX (11 years). CAHEX (1.15) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. CAHEX (20.00). CAHEX has a lower initial minimum investment than JHQRX: CAHEX (2500) vs JHQRX (15000000). JHQRX (7.46) and CAHEX (7.24) have marching annual gain over last year. JHQRX return over 5 years is better than : 54.14 vs. CAHEX (46.68).
| CAHEX | JHQRX | CAHEX / JHQRX | |
| Total Expense Ratio | 1.15 | 0.33 | 348% |
| Annual Report Gross Expense Ratio | 1.15 | 0.33 | 348% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -1.448 | -4.252 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 20.4B | 3% |
| Annual Yield % from dividends | 0.25 | 1.05 | 24% |
| Returns for 1 year | 7.24 | 7.46 | 97% |
| Returns for 3 years | 27.85 | 34.32 | 81% |
| Returns for 5 years | 46.68 | 54.14 | 86% |
| Returns for 10 years | 78.34 | 108.06 | 72% |
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