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CLPAX vs JHQAX
CLPAX vs JHQAX Comparison Chart
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CLPAX vs. JHQAX 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 JHQAX is a Buy.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 20.7B vs. CLPAX (16.7M). JHQAX pays higher dividends than CLPAX: JHQAX (0.55) vs CLPAX (0.00). CLPAX was incepted earlier than JHQAX: CLPAX (11 years) vs JHQAX (11 years). CLPAX (2.63) is less costly to investors than JHQAX (0.83). JHQAX is a more actively managed with annual turnover of: 37.00 vs. CLPAX (35.00). CLPAX initial investment is less costly to investors than JHQAX (5%) vs JHQAX (5%). JHQAX has a lower initial minimum investment than CLPAX: JHQAX (1000) vs CLPAX (2500). CLPAX annual gain was more profitable for investors over the last year : 8.92 vs. JHQAX (7.26). JHQAX return over 5 years is better than : 53.32 vs. CLPAX (34.45).
| CLPAX | JHQAX | CLPAX / JHQAX | |
| Total Expense Ratio | 1.87 | 0.83 | 225% |
| Annual Report Gross Expense Ratio | 2.63 | 0.83 | 317% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.918 | -2.395 | -38% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 20.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 8.92 | 7.26 | 123% |
| Returns for 3 years | 32.03 | 34.98 | 92% |
| Returns for 5 years | 34.45 | 53.32 | 65% |
| Returns for 10 years | 9.49 | 103.62 | 9% |
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