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CLPAX vs JHQRX
CLPAX vs JHQRX Comparison Chart
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CLPAX vs. JHQRX 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 JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.7B vs. CLPAX (16.7M). JHQRX pays higher dividends than CLPAX: JHQRX (1.05) vs CLPAX (0.00). CLPAX was incepted earlier than JHQRX: CLPAX (11 years) vs JHQRX (11 years). CLPAX (2.63) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. CLPAX (35.00). CLPAX has a lower initial minimum investment than JHQRX: CLPAX (2500) vs JHQRX (15000000). CLPAX annual gain was more profitable for investors over the last year : 8.92 vs. JHQRX (7.81). JHQRX return over 5 years is better than : 56.43 vs. CLPAX (34.45).
| CLPAX | JHQRX | CLPAX / JHQRX | |
| Total Expense Ratio | 1.87 | 0.33 | 567% |
| Annual Report Gross Expense Ratio | 2.63 | 0.33 | 797% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 0.918 | -2.199 | -42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7M | 20.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | 8.92 | 7.81 | 114% |
| Returns for 3 years | 32.03 | 36.52 | 88% |
| Returns for 5 years | 34.45 | 56.43 | 61% |
| Returns for 10 years | 9.49 | 111.26 | 9% |
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