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DIVPX vs JHEQX
DIVPX vs JHEQX Comparison Chart
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DIVPX vs. JHEQX commentary
May 23, 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 DIVPX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.7B vs. DIVPX (208M). DIVPX (0.83) and JHEQX (0.80) have matching dividends . DIVPX was incepted earlier than JHEQX: DIVPX (14 years) vs JHEQX (11 years). DIVPX (4.85) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. DIVPX (6.00). DIVPX has a lower initial minimum investment than JHEQX: DIVPX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 7.54 vs. DIVPX (6.15). JHEQX return over 5 years is better than : 54.94 vs. DIVPX (39.29).
| DIVPX | JHEQX | DIVPX / JHEQX | |
| Total Expense Ratio | 1.27 | 0.58 | 219% |
| Annual Report Gross Expense Ratio | 4.85 | 0.58 | 836% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.949 | -2.296 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 20.7B | 1% |
| Annual Yield % from dividends | 0.83 | 0.80 | 104% |
| Returns for 1 year | 6.15 | 7.54 | 82% |
| Returns for 3 years | 19.82 | 35.74 | 55% |
| Returns for 5 years | 39.29 | 54.94 | 72% |
| Returns for 10 years | 49.78 | 107.40 | 46% |
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