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CPIEX vs JHEQX
CPIEX vs JHEQX Comparison
Open Charts CPIEX vs JHEQX
CPIEX vs JHEQX Comparison Chart in %
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CPIEX vs. JHEQX commentary
Sep 10, 2026
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 Hold and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 18.2B vs. CPIEX (736M). CPIEX (0.57) and JHEQX (0.55) have matching dividends . CPIEX was incepted earlier than JHEQX: CPIEX (11 years) vs JHEQX (13 years). CPIEX (1.62) is less costly to investors than JHEQX (0.57). CPIEX is a more actively managed with annual turnover of: 236.00 vs. JHEQX (20.00). 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 : 8.10 vs. JHEQX (4.91). CPIEX return over 5 years is better than : 128.59 vs. JHEQX (39.42).
| CPIEX | JHEQX | CPIEX / JHEQX | |
| Total Expense Ratio | 1.62 | 0.57 | 284% |
| Annual Report Gross Expense Ratio | 1.62 | 0.57 | 284% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.067 | 1.406 | 645% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 18.2B | 4% |
| Annual Yield % from dividends | 0.57 | 0.55 | 103% |
| Returns for 1 year | 8.10 | 4.91 | 165% |
| Returns for 3 years | 58.01 | 30.93 | 188% |
| Returns for 5 years | 128.59 | 39.42 | 326% |
| Returns for 10 years | 84.66 | 134.02 | 63% |
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