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HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart
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HDCAX vs. JHEQX commentary
May 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: 20.6B vs. HDCAX (38.9M). 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 (1.86) 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 : 12.02 vs. JHEQX (7.68). JHEQX return over 5 years is better than : 54.17 vs. HDCAX (36.94).
| 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 | 11 years | - |
| Gain YTD | 1.893 | -2.780 | -68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 20.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 12.02 | 7.68 | 157% |
| Returns for 3 years | 18.19 | 35.40 | 51% |
| Returns for 5 years | 36.94 | 54.17 | 68% |
| Returns for 10 years | 20.91 | 107.48 | 19% |
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