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CPIEX vs JHEQX
CPIEX vs JHEQX Comparison Chart in %
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CPIEX vs. JHEQX commentary
Aug 03, 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 CPIEX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21B vs. CPIEX (428M). JHEQX pays higher dividends than CPIEX: JHEQX (0.74) vs CPIEX (0.07). CPIEX was incepted earlier than JHEQX: CPIEX (10 years) vs JHEQX (12 years). CPIEX (1.67) is less costly to investors than JHEQX (0.58). CPIEX is a more actively managed with annual turnover of: 230.00 vs. JHEQX (37.00). CPIEX has a lower initial minimum investment than JHEQX: CPIEX (100000) vs JHEQX (1000000). CPIEX annual gain was more profitable for investors over the last year : 12.78 vs. JHEQX (7.72). CPIEX return over 5 years is better than : 127.26 vs. JHEQX (53.57).
| CPIEX | JHEQX | CPIEX / JHEQX | |
| Total Expense Ratio | 1.78 | 0.58 | 307% |
| Annual Report Gross Expense Ratio | 1.67 | 0.58 | 288% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 4.072 | 0.818 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 21B | 2% |
| Annual Yield % from dividends | 0.07 | 0.74 | 10% |
| Returns for 1 year | 12.78 | 7.72 | 165% |
| Returns for 3 years | 46.79 | 35.05 | 133% |
| Returns for 5 years | 127.26 | 53.57 | 238% |
| Returns for 10 years | N/A | 116.59 | - |
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