DSHZX
Price
$12.01
Change
-$0.02 (-0.17%)
Updated
Jul 1 closing price
Net Assets
96.69M
JHTAX
Price
$19.62
Change
+$0.01 (+0.05%)
Updated
Jul 1 closing price
Net Assets
3.29B
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DSHZX vs JHTAX

Header iconDSHZX vs JHTAX Comparison
Open Charts DSHZX vs JHTAXBanner chart's image
Brinker Capital Destinations Shelter Z
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets96.69M
JPMorgan Hedged Equity 3 A
Price$19.62
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.29B
DSHZX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.29B vs. DSHZX (96.7M). JHTAX (0.45) and DSHZX (0.45) have matching dividends . DSHZX was incepted earlier than JHTAX: DSHZX (4 years) vs JHTAX (4 years). DSHZX (1.04) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. DSHZX (9.00). DSHZX has a lower initial minimum investment than JHTAX: DSHZX (0) vs JHTAX (1000). DSHZX annual gain was more profitable for investors over the last year : 9.57 vs. JHTAX (7.65).
DSHZXJHTAXDSHZX / JHTAX
Total Expense Ratio0.980.85115%
Annual Report Gross Expense Ratio1.040.85122%
Fund Existence4 years4 years-
Gain YTD2.8751.957147%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets96.7M3.29B3%
Annual Yield % from dividends0.450.4599%
Returns for 1 year9.577.65125%
Returns for 3 years40.6438.38106%
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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