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GATEX vs JHQTX
GATEX vs JHQTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
GATEX has more cash in the bank: 6.8B vs. JHQTX (3.09B). JHQTX pays higher dividends than GATEX: JHQTX (0.70) vs GATEX (0.37). GATEX was incepted earlier than JHQTX: GATEX (48 years) vs JHQTX (4 years). GATEX (0.98) is less costly to investors than JHQTX (0.60). JHQTX is a more actively managed with annual turnover of: 56.00 vs. GATEX (12.00). GATEX has a lower initial minimum investment than JHQTX: GATEX (2500) vs JHQTX (1000000). GATEX annual gain was more profitable for investors over the last year : 7.94 vs. JHQTX (7.56).
| GATEX | JHQTX | GATEX / JHQTX | |
| Total Expense Ratio | 0.94 | 0.60 | 157% |
| Annual Report Gross Expense Ratio | 0.98 | 0.60 | 163% |
| Fund Existence | 48 years | 4 years | - |
| Gain YTD | 3.434 | 2.962 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.8B | 3.09B | 220% |
| Annual Yield % from dividends | 0.37 | 0.70 | 53% |
| Returns for 1 year | 7.94 | 7.56 | 105% |
| Returns for 3 years | 34.47 | 39.77 | 87% |
| Returns for 5 years | 42.76 | N/A | - |
| Returns for 10 years | 65.05 | N/A | - |
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