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GATEX vs JHDFX
GATEX vs JHDFX Comparison
Open Charts GATEX vs JHDFX
GATEX vs JHDFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.31B vs. JHDFX (5.61B). JHDFX pays higher dividends than GATEX: JHDFX (0.69) vs GATEX (0.24). GATEX was incepted earlier than JHDFX: GATEX (49 years) vs JHDFX (5 years). GATEX (0.97) is less costly to investors than JHDFX (0.45). JHDFX is a more actively managed with annual turnover of: 42.00 vs. GATEX (17.00). JHDFX has a lower initial minimum investment than GATEX: JHDFX (0) vs GATEX (2500). GATEX (13.65) and JHDFX (13.49) have marching annual gain over last year. JHDFX (38.39) and GATEX (38.17) have equivalent 5 years return.
| GATEX | JHDFX | GATEX / JHDFX | |
| Total Expense Ratio | 0.94 | 0.45 | 209% |
| Annual Report Gross Expense Ratio | 0.97 | 0.45 | 216% |
| Fund Existence | 49 years | 5 years | - |
| Gain YTD | 4.118 | 6.083 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 5.61B | 130% |
| Annual Yield % from dividends | 0.24 | 0.69 | 34% |
| Returns for 1 year | 13.65 | 13.49 | 101% |
| Returns for 3 years | 37.56 | 38.23 | 98% |
| Returns for 5 years | 38.17 | 38.39 | 99% |
| Returns for 10 years | 87.05 | N/A | - |
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