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CLPAX vs JHTAX
CLPAX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. CLPAX (19.8M). JHTAX pays higher dividends than CLPAX: JHTAX (0.48) vs CLPAX (0.00). CLPAX was incepted earlier than JHTAX: CLPAX (12 years) vs JHTAX (5 years). CLPAX (2.63) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. CLPAX (31.00). CLPAX initial investment is less costly to investors than JHTAX (5%) vs JHTAX (5%). JHTAX has a lower initial minimum investment than CLPAX: JHTAX (1000) vs CLPAX (2500). CLPAX annual gain was more profitable for investors over the last year : 15.06 vs. JHTAX (5.24).
| CLPAX | JHTAX | CLPAX / JHTAX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 2.63 | 0.85 | 309% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 13.389 | 6.472 | 207% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 2.76B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 15.06 | 5.24 | 288% |
| Returns for 3 years | 54.54 | 44.71 | 122% |
| Returns for 5 years | 38.89 | N/A | - |
| Returns for 10 years | 34.83 | N/A | - |
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