CLPFX
Price
$12.81
Change
-$0.05 (-0.39%)
Updated
Sep 20 closing price
JHEQX
Price
$32.39
Change
-$0.06 (-0.18%)
Updated
Sep 20 closing price
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CLPFX vs JHEQX

Header iconCLPFX vs JHEQX Comparison
Open Charts CLPFX vs JHEQXBanner chart's image
Catalyst Nasdaq-100 Hedged Equity I
Price$12.81
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
JPMorgan Hedged Equity I
Price$32.39
Change-$0.06 (-0.18%)
VolumeN/A
CapitalizationN/A
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CLPFX vs JHEQX Comparison Chart
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VS
CLPFX vs. JHEQX commentary
Sep 22, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.3B vs. CLPFX (17.2M). JHEQX pays higher dividends than CLPFX: JHEQX (0.90) vs CLPFX (0.00). CLPFX was incepted earlier than JHEQX: CLPFX (10 years) vs JHEQX (11 years). CLPFX is a more actively managed with annual turnover of: 82.00 vs. JHEQX (27.00). CLPFX has a lower initial minimum investment than JHEQX: CLPFX (2500) vs JHEQX (1000000). JHEQX (20.23) and CLPFX (19.50) have marching annual gain over last year. JHEQX return over 5 years is better than : 63.56 vs. CLPFX (18.31).
CLPFXJHEQXCLPFX / JHEQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years11 years-
Gain YTD7.64715.13651%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2M20.3B0%
Annual Yield % from dividends0.000.90-
Returns for 1 year19.5020.2396%
Returns for 3 years3.9825.7815%
Returns for 5 years18.3163.5629%
Returns for 10 years22.01118.3419%
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