Interact to see
Advertisement
Advertisement
DIVPX vs JHTAX
DIVPX vs JHTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.94B vs. DIVPX (222M). DIVPX pays higher dividends than JHTAX: DIVPX (0.65) vs JHTAX (0.44). DIVPX was incepted earlier than JHTAX: DIVPX (15 years) vs JHTAX (5 years). DIVPX (4.85) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. DIVPX (6.00). JHTAX has a lower initial minimum investment than DIVPX: JHTAX (1000) vs DIVPX (2500). DIVPX annual gain was more profitable for investors over the last year : 10.47 vs. JHTAX (8.92).
| DIVPX | JHTAX | DIVPX / JHTAX | |
| Total Expense Ratio | 1.27 | 0.85 | 149% |
| Annual Report Gross Expense Ratio | 4.85 | 0.85 | 571% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.134 | 5.753 | 141% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 2.94B | 8% |
| Annual Yield % from dividends | 0.65 | 0.44 | 149% |
| Returns for 1 year | 10.47 | 8.92 | 117% |
| Returns for 3 years | 27.06 | 44.53 | 61% |
| Returns for 5 years | 42.94 | N/A | - |
| Returns for 10 years | 68.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers