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DIVPX vs JHEQX
DIVPX vs JHEQX Comparison Chart
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DIVPX vs. JHEQX commentary
Dec 19, 2024
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 StrongBuy and JHEQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.5B vs. DIVPX (239M). DIVPX pays higher dividends than JHEQX: DIVPX (1.26) vs JHEQX (0.90). DIVPX was incepted earlier than JHEQX: DIVPX (14 years) vs JHEQX (11 years). JHEQX is a more actively managed with annual turnover of: 27.00 vs. DIVPX (0.00). 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 : 21.15 vs. DIVPX (9.01). JHEQX return over 5 years is better than : 65.55 vs. DIVPX (30.20).
| DIVPX | JHEQX | DIVPX / JHEQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 8.708 | 20.835 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 21.5B | 1% |
| Annual Yield % from dividends | 1.26 | 0.90 | 140% |
| Returns for 1 year | 9.01 | 21.15 | 43% |
| Returns for 3 years | 11.56 | 28.10 | 41% |
| Returns for 5 years | 30.20 | 65.55 | 46% |
| Returns for 10 years | 53.27 | 122.57 | 43% |