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CLPFX vs JHEQX
CLPFX vs JHEQX Comparison Chart
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CLPFX vs. JHEQX commentary
Apr 25, 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: 19.9B vs. CLPFX (15.3M). JHEQX pays higher dividends than CLPFX: JHEQX (0.80) vs CLPFX (0.00). CLPFX was incepted earlier than JHEQX: CLPFX (11 years) vs JHEQX (11 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). JHEQX annual gain was more profitable for investors over the last year : 5.68 vs. CLPFX (2.46). JHEQX return over 5 years is better than : 50.79 vs. CLPFX (27.20).
| 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 | 11 years | - |
| Gain YTD | -9.248 | -7.376 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 19.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 2.46 | 5.68 | 43% |
| Returns for 3 years | 8.94 | 24.82 | 36% |
| Returns for 5 years | 27.20 | 50.79 | 54% |
| Returns for 10 years | 1.78 | 98.15 | 2% |
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