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GATEX vs JHDAX
GATEX vs JHDAX Comparison
Open Charts GATEX vs JHDAX
GATEX vs JHDAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.36B vs. JHDAX (5.54B). JHDAX pays higher dividends than GATEX: JHDAX (0.26) vs GATEX (0.18). GATEX was incepted earlier than JHDAX: GATEX (49 years) vs JHDAX (5 years). GATEX (0.97) is less costly to investors than JHDAX (0.84). JHDAX is a more actively managed with annual turnover of: 42.00 vs. GATEX (17.00). GATEX initial investment is less costly to investors than JHDAX (5%) vs JHDAX (5%). JHDAX has a lower initial minimum investment than GATEX: JHDAX (1000) vs GATEX (2500). JHDAX (12.18) and GATEX (11.87) have marching annual gain over last year. GATEX return over 5 years is better than : 37.54 vs. JHDAX (34.80).
| GATEX | JHDAX | GATEX / JHDAX | |
| Total Expense Ratio | 0.94 | 0.84 | 112% |
| Annual Report Gross Expense Ratio | 0.97 | 0.84 | 115% |
| Fund Existence | 49 years | 5 years | - |
| Gain YTD | 4.784 | 7.034 | 68% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 5.54B | 133% |
| Annual Yield % from dividends | 0.18 | 0.26 | 67% |
| Returns for 1 year | 11.87 | 12.18 | 97% |
| Returns for 3 years | 36.44 | 36.10 | 101% |
| Returns for 5 years | 37.54 | 34.80 | 108% |
| Returns for 10 years | 84.71 | N/A | - |
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