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GATEX vs JHEQX
GATEX vs JHEQX Comparison Chart in %
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GATEX vs. JHEQX commentary
Aug 10, 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 GATEX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.2B vs. GATEX (6.86B). JHEQX pays higher dividends than GATEX: JHEQX (0.74) vs GATEX (0.36). GATEX was incepted earlier than JHEQX: GATEX (48 years) vs JHEQX (12 years). GATEX (0.98) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHEQX: GATEX (2500) vs JHEQX (1000000). GATEX annual gain was more profitable for investors over the last year : 12.79 vs. JHEQX (10.07). JHEQX return over 5 years is better than : 53.54 vs. GATEX (42.18).
| GATEX | JHEQX | GATEX / JHEQX | |
| Total Expense Ratio | 0.94 | 0.58 | 162% |
| Annual Report Gross Expense Ratio | 0.98 | 0.58 | 169% |
| Fund Existence | 48 years | 12 years | - |
| Gain YTD | 5.013 | 1.696 | 296% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 21.2B | 32% |
| Annual Yield % from dividends | 0.36 | 0.74 | 49% |
| Returns for 1 year | 12.79 | 10.07 | 127% |
| Returns for 3 years | 32.66 | 35.37 | 92% |
| Returns for 5 years | 42.18 | 53.54 | 79% |
| Returns for 10 years | 68.24 | 119.13 | 57% |
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