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HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart
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HDCAX vs. JHEQX commentary
Apr 25, 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 Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19.9B vs. HDCAX (36.8M). JHEQX pays higher dividends than HDCAX: JHEQX (0.80) vs HDCAX (0.00). HDCAX was incepted earlier than JHEQX: HDCAX (24 years) vs JHEQX (11 years). HDCAX (1.75) is less costly to investors than JHEQX (0.58). HDCAX is a more actively managed with annual turnover of: 580.00 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 : 8.93 vs. JHEQX (5.68). JHEQX return over 5 years is better than : 50.79 vs. HDCAX (32.78).
| HDCAX | JHEQX | HDCAX / JHEQX | |
| Total Expense Ratio | 1.75 | 0.58 | 302% |
| Annual Report Gross Expense Ratio | 1.75 | 0.58 | 302% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -3.785 | -7.376 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 19.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 8.93 | 5.68 | 157% |
| Returns for 3 years | 5.71 | 24.82 | 23% |
| Returns for 5 years | 32.78 | 50.79 | 65% |
| Returns for 10 years | 13.16 | 98.15 | 13% |
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