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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: 3.24B vs. CAPOX (45.8M). JHTAX pays higher dividends than CAPOX: JHTAX (0.29) vs CAPOX (0.00). CAPOX was incepted earlier than JHTAX: CAPOX (11 years) vs JHTAX (5 years). CAPOX (1.79) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. CAPOX (38.00). 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 : 9.79 vs. CAPOX (-2.41). JHTAX return over 5 years is better than : 37.36 vs. CAPOX (2.41).
| CAPOX | JHTAX | CAPOX / JHTAX | |
| Total Expense Ratio | 1.51 | 0.84 | 180% |
| Annual Report Gross Expense Ratio | 1.79 | 0.84 | 213% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 0.862 | 3.370 | 26% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 3.24B | 1% |
| Annual Yield % from dividends | 0.00 | 0.29 | - |
| Returns for 1 year | -2.41 | 9.79 | -25% |
| Returns for 3 years | 9.52 | 39.59 | 24% |
| Returns for 5 years | 2.41 | 37.36 | 6% |
| Returns for 10 years | 1.38 | N/A | - |
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