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DIVPX vs JHTAX
DIVPX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.85B vs. DIVPX (223M). JHTAX pays higher dividends than DIVPX: JHTAX (0.48) vs DIVPX (0.41). 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 : 10.13 vs. JHTAX (7.34).
| 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 | 8.697 | 6.263 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 2.85B | 8% |
| Annual Yield % from dividends | 0.41 | 0.48 | 85% |
| Returns for 1 year | 10.13 | 7.34 | 138% |
| Returns for 3 years | 32.97 | 51.03 | 65% |
| Returns for 5 years | 41.18 | N/A | - |
| Returns for 10 years | 68.27 | N/A | - |
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