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CAPOX vs JHTAX
CAPOX vs JHTAX Comparison
Open Charts CAPOX vs JHTAX
CAPOX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.97B vs. CAPOX (46M). JHTAX pays higher dividends than CAPOX: JHTAX (0.35) vs CAPOX (0.00). CAPOX was incepted earlier than JHTAX: CAPOX (10 years) vs JHTAX (5 years). CAPOX (1.79) is less costly to investors than JHTAX (0.84). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTAX (44.00). 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 : 11.94 vs. CAPOX (-1.60). JHTAX return over 5 years is better than : 38.53 vs. CAPOX (0.47).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.51 | 0.84 | 180% |
| Annual Report Gross Expense Ratio | 1.79 | 0.84 | 213% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 0.000 | 2.620 | - |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 2.97B | 2% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -1.60 | 11.94 | -13% |
| Returns for 3 years | 11.65 | 40.70 | 29% |
| Returns for 5 years | 0.47 | 38.53 | 1% |
| Returns for 10 years | 3.57 | N/A | - |
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