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CAPOX vs JHQRX
CAPOX vs JHQRX Comparison
Open Charts CAPOX vs JHQRX
CAPOX vs JHQRX Comparison Chart in %
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CAPOX vs. JHQRX commentary
Jun 04, 2026
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 CAPOX is a Buy and JHQRX is a Hold.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 19B vs. CAPOX (46.2M). JHQRX pays higher dividends than CAPOX: JHQRX (0.86) vs CAPOX (0.00). CAPOX was incepted earlier than JHQRX: CAPOX (10 years) vs JHQRX (12 years). CAPOX (1.79) is less costly to investors than JHQRX (0.32). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHQRX (20.00). CAPOX has a lower initial minimum investment than JHQRX: CAPOX (25000) vs JHQRX (15000000). JHQRX annual gain was more profitable for investors over the last year : 7.56 vs. CAPOX (-2.64). JHQRX return over 5 years is better than : 40.40 vs. CAPOX (-2.45).
| CAPOX | JHQRX | CAPOX / JHQRX | |
| Total Expense Ratio | 1.51 | 0.32 | 472% |
| Annual Report Gross Expense Ratio | 1.79 | 0.32 | 559% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -1.245 | -1.614 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 19B | 0% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | -2.64 | 7.56 | -35% |
| Returns for 3 years | 10.73 | 31.43 | 34% |
| Returns for 5 years | -2.45 | 40.40 | -6% |
| Returns for 10 years | 0.70 | 133.82 | 1% |
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