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HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart in %
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HDCAX vs. JHEQX commentary
Jul 27, 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: 21.4B vs. HDCAX (40.4M). JHEQX pays higher dividends than HDCAX: JHEQX (0.75) 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 : 15.59 vs. JHEQX (9.98). JHEQX return over 5 years is better than : 57.07 vs. HDCAX (37.92).
| 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 | 7.571 | 2.241 | 338% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 21.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 15.59 | 9.98 | 156% |
| Returns for 3 years | 29.31 | 38.89 | 75% |
| Returns for 5 years | 37.92 | 57.07 | 66% |
| Returns for 10 years | 30.94 | 119.78 | 26% |
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