Interact to see
Advertisement
Advertisement
CPIEX vs JHQRX
CPIEX vs JHQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPIEX vs. JHQRX commentary
Oct 14, 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 Hold and JHQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21B vs. CPIEX (515M). JHQRX pays higher dividends than CPIEX: JHQRX (0.98) vs CPIEX (0.07). CPIEX was incepted earlier than JHQRX: CPIEX (10 years) vs JHQRX (12 years). CPIEX (1.67) is less costly to investors than JHQRX (0.33). CPIEX is a more actively managed with annual turnover of: 230.00 vs. JHQRX (20.00). CPIEX has a lower initial minimum investment than JHQRX: CPIEX (100000) vs JHQRX (15000000). CPIEX annual gain was more profitable for investors over the last year : 8.29 vs. JHQRX (4.69). CPIEX return over 5 years is better than : 132.12 vs. JHQRX (53.07).
| CPIEX | JHQRX | CPIEX / JHQRX | |
| Total Expense Ratio | 1.78 | 0.33 | 539% |
| Annual Report Gross Expense Ratio | 1.67 | 0.33 | 506% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 8.552 | 3.745 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 15000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 21B | 2% |
| Annual Yield % from dividends | 0.07 | 0.98 | 7% |
| Returns for 1 year | 8.29 | 4.69 | 177% |
| Returns for 3 years | 50.86 | 52.53 | 97% |
| Returns for 5 years | 132.12 | 53.07 | 249% |
| Returns for 10 years | N/A | 138.12 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BKLC | 127.42 | 1.98 | +1.58% |
| BNY Mellon US Large Cap Core Equity ETF | |||
| CXE | 3.76 | 0.02 | +0.53% |
| MFS High Income Municipal Trust | |||
| LQDH | 92.83 | 0.10 | +0.11% |
| iShares Interest Rate Hedged Corp Bd ETF | |||
| ZTWO | 50.83 | -0.03 | -0.05% |
| F/M 2-Yr Invmt Grd Corp Bd ETF | |||
| EMPB | 28.49 | -0.10 | -0.34% |
| Efficient Market Portfolio Plus ETF | |||