CLPCX
Price
$13.53
Change
+$0.03 (+0.22%)
Updated
Nov 19 closing price
Net Assets
19.82M
JHQRX
Price
$34.58
Change
+$0.08 (+0.23%)
Updated
Nov 19 closing price
Net Assets
21.01B
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CLPCX vs JHQRX

Header iconCLPCX vs JHQRX Comparison
Open Charts CLPCX vs JHQRXBanner chart's image
Catalyst Nasdaq-100 Hedged Equity C
Price$13.53
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets19.82M
JPMorgan Hedged Equity R6
Price$34.58
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets21.01B
CLPCX vs JHQRX Comparison Chart in %
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CLPCX vs. JHQRX commentary
Nov 20, 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 Hold and JHQRX is a Hold.

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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21B vs. CLPCX (19.8M). JHQRX pays higher dividends than CLPCX: JHQRX (0.97) vs CLPCX (0.00). CLPCX was incepted earlier than JHQRX: CLPCX (12 years) vs JHQRX (12 years). CLPCX (3.38) is less costly to investors than JHQRX (0.33). CLPCX is a more actively managed with annual turnover of: 31.00 vs. JHQRX (20.00). CLPCX has a lower initial minimum investment than JHQRX: CLPCX (2500) vs JHQRX (15000000). CLPCX annual gain was more profitable for investors over the last year : 14.21 vs. JHQRX (4.37). JHQRX return over 5 years is better than : 52.35 vs. CLPCX (33.53).
CLPCXJHQRXCLPCX / JHQRX
Total Expense Ratio2.620.33794%
Annual Report Gross Expense Ratio3.380.331,024%
Fund Existence12 years12 years-
Gain YTD12.6884.898259%
Front LoadN/AN/A-
Min. Initial Investment2500150000000%
Min. Initial Investment IRAN/AN/A-
Net Assets19.8M21B0%
Annual Yield % from dividends0.000.97-
Returns for 1 year14.214.37325%
Returns for 3 years50.8446.85109%
Returns for 5 years33.5352.3564%
Returns for 10 years23.90138.5017%
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