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CLPCX vs JHEQX
CLPCX vs JHEQX Comparison Chart
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CLPCX vs. JHEQX commentary
May 22, 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 CLPCX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. CLPCX (16.8M). JHEQX pays higher dividends than CLPCX: JHEQX (0.80) vs CLPCX (0.00). CLPCX was incepted earlier than JHEQX: CLPCX (11 years) vs JHEQX (11 years). CLPCX (3.38) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CLPCX (35.00). CLPCX has a lower initial minimum investment than JHEQX: CLPCX (2500) vs JHEQX (1000000). CLPCX annual gain was more profitable for investors over the last year : 8.79 vs. JHEQX (8.02). JHEQX return over 5 years is better than : 56.00 vs. CLPCX (29.87).
| CLPCX | JHEQX | CLPCX / JHEQX | |
| Total Expense Ratio | 2.62 | 0.58 | 452% |
| Annual Report Gross Expense Ratio | 3.38 | 0.58 | 583% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.252 | -1.631 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8M | 20.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 8.79 | 8.02 | 110% |
| Returns for 3 years | 30.99 | 37.62 | 82% |
| Returns for 5 years | 29.87 | 56.00 | 53% |
| Returns for 10 years | 1.10 | 108.81 | 1% |
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