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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
Jun 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 18.8B vs. CPIEX (699M). JHEQX pays higher dividends than CPIEX: JHEQX (0.62) vs CPIEX (0.55). 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 : 10.76 vs. JHEQX (5.98). CPIEX return over 5 years is better than : 157.69 vs. JHEQX (38.15).
| 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 | 8.980 | -1.852 | -485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 18.8B | 4% |
| Annual Yield % from dividends | 0.55 | 0.62 | 89% |
| Returns for 1 year | 10.76 | 5.98 | 180% |
| Returns for 3 years | 65.33 | 29.80 | 219% |
| Returns for 5 years | 157.69 | 38.15 | 413% |
| Returns for 10 years | 91.89 | 129.95 | 71% |
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