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CAPOX vs JHTGX
CAPOX vs JHTGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTGX has more cash in the bank: 2.76B vs. CAPOX (48.1M). JHTGX pays higher dividends than CAPOX: JHTGX (0.85) vs CAPOX (0.36). CAPOX was incepted earlier than JHTGX: CAPOX (10 years) vs JHTGX (5 years). CAPOX (1.75) is less costly to investors than JHTGX (1.59). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHTGX (56.00). JHTGX has a lower initial minimum investment than CAPOX: JHTGX (0) vs CAPOX (25000). JHTGX annual gain was more profitable for investors over the last year : 5.63 vs. CAPOX (-1.58).
| CAPOX | JHTGX | CAPOX / JHTGX | |
| Total Expense Ratio | 1.50 | 0.45 | 333% |
| Annual Report Gross Expense Ratio | 1.75 | 1.59 | 110% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -2.305 | 6.821 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 2.76B | 2% |
| Annual Yield % from dividends | 0.36 | 0.85 | 42% |
| Returns for 1 year | -1.58 | 5.63 | -28% |
| Returns for 3 years | 6.39 | 46.36 | 14% |
| Returns for 5 years | -20.90 | N/A | - |
| Returns for 10 years | 28.28 | N/A | - |
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