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HDCAX vs JHQRX
HDCAX vs JHQRX Comparison Chart
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HDCAX vs. JHQRX 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 JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.6B vs. HDCAX (38.9M). JHQRX pays higher dividends than HDCAX: JHQRX (1.05) vs HDCAX (0.00). HDCAX was incepted earlier than JHQRX: HDCAX (24 years) vs JHQRX (11 years). HDCAX (1.86) is less costly to investors than JHQRX (0.33). HDCAX is a more actively managed with annual turnover of: 270.00 vs. JHQRX (37.00). HDCAX has a lower initial minimum investment than JHQRX: HDCAX (1000) vs JHQRX (15000000). HDCAX annual gain was more profitable for investors over the last year : 12.02 vs. JHQRX (7.96). JHQRX return over 5 years is better than : 55.66 vs. HDCAX (36.94).
| HDCAX | JHQRX | HDCAX / JHQRX | |
| Total Expense Ratio | 1.86 | 0.33 | 564% |
| Annual Report Gross Expense Ratio | 1.86 | 0.33 | 564% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 1.893 | -2.682 | -71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 20.6B | 0% |
| Annual Yield % from dividends | 0.00 | 1.05 | - |
| Returns for 1 year | 12.02 | 7.96 | 151% |
| Returns for 3 years | 18.19 | 36.13 | 50% |
| Returns for 5 years | 36.94 | 55.66 | 66% |
| Returns for 10 years | 20.91 | 111.35 | 19% |
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