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GATEX vs JHDRX
GATEX vs JHDRX Comparison
Open Charts GATEX vs JHDRX
GATEX vs JHDRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 7.36B vs. JHDRX (5.54B). JHDRX pays higher dividends than GATEX: JHDRX (0.75) vs GATEX (0.18). GATEX was incepted earlier than JHDRX: GATEX (49 years) vs JHDRX (5 years). GATEX (0.97) is less costly to investors than JHDRX (0.34). JHDRX is a more actively managed with annual turnover of: 42.00 vs. GATEX (17.00). GATEX has a lower initial minimum investment than JHDRX: GATEX (2500) vs JHDRX (15000000). JHDRX annual gain was more profitable for investors over the last year : 12.79 vs. GATEX (11.87). JHDRX (38.02) and GATEX (37.54) have equivalent 5 years return.
| GATEX | JHDRX | GATEX / JHDRX | |
| Total Expense Ratio | 0.94 | 0.34 | 276% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 49 years | 5 years | - |
| Gain YTD | 4.784 | 7.344 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 5.54B | 133% |
| Annual Yield % from dividends | 0.18 | 0.75 | 24% |
| Returns for 1 year | 11.87 | 12.79 | 93% |
| Returns for 3 years | 36.44 | 38.14 | 96% |
| Returns for 5 years | 37.54 | 38.02 | 99% |
| Returns for 10 years | 84.71 | N/A | - |
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