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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: 2.96B vs. CAPOX (63.1M). JHTAX pays higher dividends than CAPOX: JHTAX (0.63) vs CAPOX (0.06). CAPOX was incepted earlier than JHTAX: CAPOX (9 years) vs JHTAX (4 years). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTAX (48.00). 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 : 21.72 vs. CAPOX (10.27).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 3.207 | 17.184 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 2.96B | 2% |
| Annual Yield % from dividends | 0.06 | 0.63 | 9% |
| Returns for 1 year | 10.27 | 21.72 | 47% |
| Returns for 3 years | -0.36 | 17.34 | -2% |
| Returns for 5 years | -9.13 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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