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GATEX vs JHDRX
GATEX vs JHDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.79B vs. JHDRX (5.21B). JHDRX pays higher dividends than GATEX: JHDRX (0.96) vs GATEX (0.37). GATEX was incepted earlier than JHDRX: GATEX (48 years) vs JHDRX (4 years). GATEX (0.98) is less costly to investors than JHDRX (0.34). JHDRX is a more actively managed with annual turnover of: 42.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHDRX: GATEX (2500) vs JHDRX (15000000). JHDRX (8.67) and GATEX (8.65) have marching annual gain over last year.
| GATEX | JHDRX | GATEX / JHDRX | |
| Total Expense Ratio | 0.94 | 0.34 | 276% |
| Annual Report Gross Expense Ratio | 0.98 | 0.34 | 288% |
| Fund Existence | 48 years | 4 years | - |
| Gain YTD | 3.239 | 2.486 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 5.21B | 130% |
| Annual Yield % from dividends | 0.37 | 0.96 | 38% |
| Returns for 1 year | 8.65 | 8.67 | 100% |
| Returns for 3 years | 35.46 | 30.83 | 115% |
| Returns for 5 years | 44.14 | N/A | - |
| Returns for 10 years | 67.17 | N/A | - |
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