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CPAEX vs JHEQX
CPAEX vs JHEQX Comparison Chart
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CPAEX vs. JHEQX commentary
May 04, 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 CPAEX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.5B vs. CPAEX (409M). JHEQX pays higher dividends than CPAEX: JHEQX (0.80) vs CPAEX (0.07). CPAEX was incepted earlier than JHEQX: CPAEX (9 years) vs JHEQX (11 years). CPAEX (1.92) is less costly to investors than JHEQX (0.58). CPAEX is a more actively managed with annual turnover of: 230.00 vs. JHEQX (37.00). CPAEX has a lower initial minimum investment than JHEQX: CPAEX (5000) vs JHEQX (1000000). CPAEX annual gain was more profitable for investors over the last year : 24.84 vs. JHEQX (8.93). CPAEX return over 5 years is better than : 109.84 vs. JHEQX (54.90).
| CPAEX | JHEQX | CPAEX / JHEQX | |
| Total Expense Ratio | 2.03 | 0.58 | 350% |
| Annual Report Gross Expense Ratio | 1.92 | 0.58 | 331% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 5.828 | -4.624 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 20.5B | 2% |
| Annual Yield % from dividends | 0.07 | 0.80 | 8% |
| Returns for 1 year | 24.84 | 8.93 | 278% |
| Returns for 3 years | 49.73 | 30.46 | 163% |
| Returns for 5 years | 109.84 | 54.90 | 200% |
| Returns for 10 years | N/A | 105.27 | - |
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