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HDCAX vs JHTAX
HDCAX vs JHTAX Comparison
Open Charts HDCAX vs JHTAX
HDCAX vs JHTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.24B vs. HDCAX (58.5M). JHTAX pays higher dividends than HDCAX: JHTAX (0.29) vs HDCAX (0.15). HDCAX was incepted earlier than JHTAX: HDCAX (25 years) vs JHTAX (5 years). HDCAX (1.70) is less costly to investors than JHTAX (0.84). HDCAX is a more actively managed with annual turnover of: 204.00 vs. JHTAX (44.00). JHTAX initial investment is less costly to investors than HDCAX (5%) vs HDCAX (5%). HDCAX (1000) and JHTAX (1000) have matching initial minimum investment requirements. HDCAX annual gain was more profitable for investors over the last year : 14.04 vs. JHTAX (9.79). JHTAX (37.36) and HDCAX (36.27) have equivalent 5 years return.
| HDCAX | JHTAX | HDCAX / JHTAX | |
| Total Expense Ratio | 1.70 | 0.84 | 202% |
| Annual Report Gross Expense Ratio | 1.70 | 0.84 | 202% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 7.750 | 3.370 | 230% |
| Front Load | 5% | 5% | 90% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5M | 3.24B | 2% |
| Annual Yield % from dividends | 0.15 | 0.29 | 51% |
| Returns for 1 year | 14.04 | 9.79 | 143% |
| Returns for 3 years | 46.92 | 39.59 | 119% |
| Returns for 5 years | 36.27 | 37.36 | 97% |
| Returns for 10 years | 52.21 | N/A | - |
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