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CAPOX vs JHTAX
CAPOX vs JHTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.91B vs. CAPOX (55.5M). CAPOX pays higher dividends than JHTAX: CAPOX (0.86) vs JHTAX (0.48). CAPOX was incepted earlier than JHTAX: CAPOX (9 years) vs JHTAX (4 years). CAPOX (1.79) is less costly to investors than JHTAX (0.85). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTAX (56.00). JHTAX has a lower initial minimum investment than CAPOX: JHTAX (1000) vs CAPOX (25000). JHTAX annual gain was more profitable for investors over the last year : 6.27 vs. CAPOX (3.90).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.62 | 0.85 | 191% |
| Annual Report Gross Expense Ratio | 1.79 | 0.85 | 211% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 2.882 | -5.732 | -50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5M | 2.91B | 2% |
| Annual Yield % from dividends | 0.86 | 0.48 | 178% |
| Returns for 1 year | 3.90 | 6.27 | 62% |
| Returns for 3 years | 7.69 | 17.21 | 45% |
| Returns for 5 years | -11.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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