CAHEX
Price
$17.14
Change
+$0.06 (+0.35%)
Updated
Mar 7 closing price
Net Assets
711.05M
JHQRX
Price
$32.83
Change
+$0.11 (+0.34%)
Updated
Mar 7 closing price
Net Assets
20.87B
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CAHEX vs JHQRX

Header iconCAHEX vs JHQRX Comparison
Open Charts CAHEX vs JHQRXBanner chart's image
Calamos Hedged Equity A
Price$17.14
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets711.05M
JPMorgan Hedged Equity R6
Price$32.83
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets20.87B
CAHEX vs JHQRX Comparison Chart
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CAHEX vs. JHQRX 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 JHQRX is a Hold.

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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.9B vs. CAHEX (711M). JHQRX pays higher dividends than CAHEX: JHQRX (0.97) 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 annual gain was more profitable for investors over the last year : 11.37 vs. CAHEX (8.75). JHQRX return over 5 years is better than : 67.08 vs. CAHEX (48.74).
CAHEXJHQRXCAHEX / JHQRX
Total Expense Ratio1.150.33348%
Annual Report Gross Expense Ratio1.150.33348%
Fund Existence10 years11 years-
Gain YTD-0.753-1.11468%
Front Load5%N/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets711M20.9B3%
Annual Yield % from dividends0.250.9725%
Returns for 1 year8.7511.3777%
Returns for 3 years24.9331.6079%
Returns for 5 years48.7467.0873%
Returns for 10 years84.33117.7572%
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