CLPAX
Price
$13.99
Change
+$0.14 (+1.01%)
Updated
Aug 6 closing price
Net Assets
17.25M
JHEQX
Price
$33.57
Change
+$0.13 (+0.39%)
Updated
Aug 6 closing price
Net Assets
21.03B
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CLPAX vs JHEQX

Header iconCLPAX vs JHEQX Comparison
Open Charts CLPAX vs JHEQXBanner chart's image
Catalyst Nasdaq-100 Hedged Equity A
Price$13.99
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets17.25M
JPMorgan Hedged Equity I
Price$33.57
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets21.03B
CLPAX vs JHEQX Comparison Chart in %
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CLPAX vs. JHEQX commentary
Aug 08, 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.

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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21B vs. CLPAX (17.3M). JHEQX pays higher dividends than CLPAX: JHEQX (0.74) vs CLPAX (0.00). CLPAX was incepted earlier than JHEQX: CLPAX (12 years) vs JHEQX (12 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 : 15.51 vs. JHEQX (10.55). JHEQX return over 5 years is better than : 52.95 vs. CLPAX (30.54).
CLPAXJHEQXCLPAX / JHEQX
Total Expense Ratio1.870.58322%
Annual Report Gross Expense Ratio2.630.58453%
Fund Existence12 years12 years-
Gain YTD5.9681.302458%
Front Load6%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3M21B0%
Annual Yield % from dividends0.000.74-
Returns for 1 year15.5110.55147%
Returns for 3 years34.9934.69101%
Returns for 5 years30.5452.9558%
Returns for 10 years20.91118.6818%
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