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HDCAX vs JHEQX
HDCAX vs JHEQX Comparison Chart in %
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HDCAX vs. JHEQX commentary
Sep 06, 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 (0.73) vs HDCAX (0.00). HDCAX was incepted earlier than JHEQX: HDCAX (25 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 : 13.84 vs. JHEQX (9.68). JHEQX return over 5 years is better than : 55.55 vs. HDCAX (39.09).
| HDCAX | JHEQX | HDCAX / JHEQX | |
| Total Expense Ratio | 1.86 | 0.58 | 321% |
| Annual Report Gross Expense Ratio | 1.86 | 0.58 | 321% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 8.097 | 3.938 | 206% |
| 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 | 0.73 | - |
| Returns for 1 year | 13.84 | 9.68 | 143% |
| Returns for 3 years | 30.38 | 40.46 | 75% |
| Returns for 5 years | 39.09 | 55.55 | 70% |
| Returns for 10 years | 37.11 | 131.95 | 28% |
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