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FEQAX vs JHTAX
FEQAX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. FEQAX (512M). JHTAX (0.48) and FEQAX (0.46) have matching dividends . FEQAX was incepted earlier than JHTAX: FEQAX (3 years) vs JHTAX (5 years). JHTAX (0.85) and FEQAX (0.84) have similar cost to investors . FEQAX (56.00) and JHTAX (56.00) have comparable annual turnover. FEQAX initial investment is less costly to investors than JHTAX (5%) vs JHTAX (5%). FEQAX has a lower initial minimum investment than JHTAX: FEQAX (0) vs JHTAX (1000). FEQAX annual gain was more profitable for investors over the last year : 11.29 vs. JHTAX (5.24).
| FEQAX | JHTAX | FEQAX / JHTAX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.84 | 0.85 | 99% |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | 11.474 | 6.472 | 177% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 2.76B | 19% |
| Annual Yield % from dividends | 0.46 | 0.48 | 96% |
| Returns for 1 year | 11.29 | 5.24 | 216% |
| Returns for 3 years | 50.87 | 44.71 | 114% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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