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CAPOX vs JHDCX
CAPOX vs JHDCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHDCX has more cash in the bank: 5.28B vs. CAPOX (48.3M). CAPOX pays higher dividends than JHDCX: CAPOX (0.36) vs JHDCX (0.06). CAPOX was incepted earlier than JHDCX: CAPOX (10 years) vs JHDCX (5 years). CAPOX (1.75) is less costly to investors than JHDCX (1.35). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHDCX (42.00). JHDCX has a lower initial minimum investment than CAPOX: JHDCX (1000) vs CAPOX (25000). JHDCX annual gain was more profitable for investors over the last year : 4.44 vs. CAPOX (-1.86).
| CAPOX | JHDCX | CAPOX / JHDCX | |
| Total Expense Ratio | 1.50 | 1.35 | 111% |
| Annual Report Gross Expense Ratio | 1.75 | 1.35 | 130% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -2.113 | 4.491 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3M | 5.28B | 1% |
| Annual Yield % from dividends | 0.36 | 0.06 | 627% |
| Returns for 1 year | -1.86 | 4.44 | -42% |
| Returns for 3 years | 6.60 | 30.17 | 22% |
| Returns for 5 years | -20.62 | N/A | - |
| Returns for 10 years | 28.53 | N/A | - |
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