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CLPCX vs JHEQX
CLPCX vs JHEQX Comparison Chart in %
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CLPCX vs. JHEQX commentary
Jul 27, 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: 21.4B vs. CLPCX (17.5M). JHEQX pays higher dividends than CLPCX: JHEQX (0.75) vs CLPCX (0.00). CLPCX was incepted earlier than JHEQX: CLPCX (12 years) vs JHEQX (12 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 : 14.04 vs. JHEQX (9.98). JHEQX return over 5 years is better than : 57.07 vs. CLPCX (29.99).
| CLPCX | JHEQX | CLPCX / JHEQX | |
| Total Expense Ratio | 2.62 | 0.58 | 452% |
| Annual Report Gross Expense Ratio | 3.38 | 0.58 | 583% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 7.095 | 2.241 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 14.04 | 9.98 | 141% |
| Returns for 3 years | 43.19 | 38.89 | 111% |
| Returns for 5 years | 29.99 | 57.07 | 53% |
| Returns for 10 years | 10.12 | 119.78 | 8% |
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| PGF | 14.18 | 0.07 | +0.50% |
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| MGRO | 31.70 | N/A | N/A |
| VanEck Morningstar Wide Moat Growth ETF | |||