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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart in %
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CLPFX vs. JHEQX commentary
Aug 08, 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: 21.1B vs. CLPFX (17.4M). 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). 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 : 18.44 vs. JHEQX (10.55). JHEQX return over 5 years is better than : 52.95 vs. CLPFX (33.57).
| 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 | 7.218 | 1.302 | 554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4M | 21.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 18.44 | 10.55 | 175% |
| Returns for 3 years | 38.18 | 34.69 | 110% |
| Returns for 5 years | 33.57 | 52.95 | 63% |
| Returns for 10 years | 23.29 | 118.68 | 20% |
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