Interact to see
Advertisement
Advertisement
HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDCAX vs. JHEQX commentary
Aug 17, 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 HDCAX is a StrongBuy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. HDCAX (40.6M). JHEQX pays higher dividends than HDCAX: JHEQX (0.74) vs HDCAX (0.00). HDCAX was incepted earlier than JHEQX: HDCAX (24 years) vs JHEQX (12 years). HDCAX (1.86) is less costly to investors than JHEQX (0.58). HDCAX is a more actively managed with annual turnover of: 270.00 vs. JHEQX (37.00). HDCAX has a lower initial minimum investment than JHEQX: HDCAX (1000) vs JHEQX (1000000). HDCAX annual gain was more profitable for investors over the last year : 13.25 vs. JHEQX (8.44). JHEQX return over 5 years is better than : 54.98 vs. HDCAX (34.32).
| HDCAX | JHEQX | HDCAX / JHEQX | |
| Total Expense Ratio | 1.86 | 0.58 | 321% |
| Annual Report Gross Expense Ratio | 1.86 | 0.58 | 321% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 7.886 | 3.059 | 258% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 21.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 13.25 | 8.44 | 157% |
| Returns for 3 years | 24.92 | 35.63 | 70% |
| Returns for 5 years | 34.32 | 54.98 | 62% |
| Returns for 10 years | 30.09 | 120.61 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers