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CLPAX vs JHEQX
CLPAX vs JHEQX Comparison Chart
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CLPAX vs. JHEQX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLPAX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.7B vs. CLPAX (16.7M). JHEQX pays higher dividends than CLPAX: JHEQX (0.80) vs CLPAX (0.00). CLPAX was incepted earlier than JHEQX: CLPAX (11 years) vs JHEQX (11 years). CLPAX (2.63) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CLPAX (35.00). CLPAX has a lower initial minimum investment than JHEQX: CLPAX (2500) vs JHEQX (1000000). CLPAX annual gain was more profitable for investors over the last year : 8.92 vs. JHEQX (7.54). JHEQX return over 5 years is better than : 54.94 vs. CLPAX (34.45).
| CLPAX | JHEQX | CLPAX / JHEQX | |
| Total Expense Ratio | 1.87 | 0.58 | 322% |
| Annual Report Gross Expense Ratio | 2.63 | 0.58 | 453% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.918 | -2.296 | -40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 20.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 8.92 | 7.54 | 118% |
| Returns for 3 years | 32.03 | 35.74 | 90% |
| Returns for 5 years | 34.45 | 54.94 | 63% |
| Returns for 10 years | 9.49 | 107.40 | 9% |
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