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FTGOX vs JHEQX
FTGOX vs JHEQX Comparison Chart in %
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FTGOX vs. JHEQX commentary
Aug 02, 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 FTGOX is a Hold and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. FTGOX (162M). FTGOX pays higher dividends than JHEQX: FTGOX (2.50) vs JHEQX (0.74). FTGOX was incepted earlier than JHEQX: FTGOX (16 years) vs JHEQX (12 years). FTGOX (2.38) is less costly to investors than JHEQX (0.58). FTGOX is a more actively managed with annual turnover of: 156.00 vs. JHEQX (37.00). FTGOX has a lower initial minimum investment than JHEQX: FTGOX (1000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 8.14 vs. FTGOX (2.95). JHEQX return over 5 years is better than : 55.46 vs. FTGOX (-5.45).
| FTGOX | JHEQX | FTGOX / JHEQX | |
| Total Expense Ratio | 2.38 | 0.58 | 410% |
| Annual Report Gross Expense Ratio | 2.38 | 0.58 | 410% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 0.575 | 2.060 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 21.3B | 1% |
| Annual Yield % from dividends | 2.50 | 0.74 | 338% |
| Returns for 1 year | 2.95 | 8.14 | 36% |
| Returns for 3 years | -0.59 | 36.55 | -2% |
| Returns for 5 years | -5.45 | 55.46 | -10% |
| Returns for 10 years | 3.90 | 118.99 | 3% |
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