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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart in %
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CLPFX vs. JHEQX commentary
Oct 16, 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 Hold and JHEQX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. CLPFX (18.1M). JHEQX pays higher dividends than CLPFX: JHEQX (0.74) 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). CLPFX is a more actively managed with annual turnover of: 31.00 vs. JHEQX (20.00). 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 : 13.99 vs. JHEQX (5.36). JHEQX return over 5 years is better than : 53.07 vs. CLPFX (36.48).
| 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 | 11.504 | 4.503 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 21.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 13.99 | 5.36 | 261% |
| Returns for 3 years | 60.85 | 52.93 | 115% |
| Returns for 5 years | 36.48 | 53.07 | 69% |
| Returns for 10 years | 33.53 | 135.72 | 25% |
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