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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart in %
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CLPFX vs. JHEQX commentary
Jul 09, 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 CLPFX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. CLPFX (17.4M). JHEQX pays higher dividends than CLPFX: JHEQX (0.75) vs CLPFX (0.00). CLPFX was incepted earlier than JHEQX: CLPFX (11 years) vs JHEQX (12 years). CLPFX (2.38) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. CLPFX (35.00). CLPFX has a lower initial minimum investment than JHEQX: CLPFX (2500) vs JHEQX (1000000). CLPFX annual gain was more profitable for investors over the last year : 7.30 vs. JHEQX (6.29). JHEQX return over 5 years is better than : 56.21 vs. CLPFX (37.16).
| CLPFX | JHEQX | CLPFX / JHEQX | |
| Total Expense Ratio | 1.62 | 0.58 | 279% |
| Annual Report Gross Expense Ratio | 2.38 | 0.58 | 410% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 6.090 | 0.727 | 838% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4M | 21.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 7.30 | 6.29 | 116% |
| Returns for 3 years | 43.10 | 37.83 | 114% |
| Returns for 5 years | 37.16 | 56.21 | 66% |
| Returns for 10 years | 20.77 | 117.44 | 18% |
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