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DIVPX vs JHEQX
DIVPX vs JHEQX Comparison Chart
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DIVPX vs. JHEQX commentary
Jun 15, 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: 20.9B vs. DIVPX (212M). DIVPX (0.80) and JHEQX (0.77) have matching dividends . DIVPX was incepted earlier than JHEQX: DIVPX (15 years) vs JHEQX (12 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). DIVPX annual gain was more profitable for investors over the last year : 8.03 vs. JHEQX (6.66). JHEQX return over 5 years is better than : 56.54 vs. DIVPX (42.10).
| DIVPX | JHEQX | DIVPX / JHEQX | |
| Total Expense Ratio | 1.27 | 0.58 | 219% |
| Annual Report Gross Expense Ratio | 4.85 | 0.58 | 836% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 3.072 | -0.693 | -443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 20.9B | 1% |
| Annual Yield % from dividends | 0.80 | 0.77 | 103% |
| Returns for 1 year | 8.03 | 6.66 | 121% |
| Returns for 3 years | 27.22 | 39.22 | 69% |
| Returns for 5 years | 42.10 | 56.54 | 74% |
| Returns for 10 years | 54.32 | 111.18 | 49% |
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