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CAPOX vs JHTAX
CAPOX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. CAPOX (48.1M). JHTAX pays higher dividends than CAPOX: JHTAX (0.48) vs CAPOX (0.36). CAPOX was incepted earlier than JHTAX: CAPOX (10 years) vs JHTAX (5 years). CAPOX (1.75) 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 : 5.24 vs. CAPOX (-1.58).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.50 | 0.85 | 176% |
| Annual Report Gross Expense Ratio | 1.75 | 0.85 | 206% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -2.305 | 6.472 | -36% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 2.76B | 2% |
| Annual Yield % from dividends | 0.36 | 0.48 | 75% |
| Returns for 1 year | -1.58 | 5.24 | -30% |
| Returns for 3 years | 6.39 | 44.71 | 14% |
| Returns for 5 years | -20.90 | N/A | - |
| Returns for 10 years | 28.28 | N/A | - |
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