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HDCEX vs JHEQX
HDCEX vs JHEQX Comparison Chart
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HDCEX vs. JHEQX commentary
Mar 12, 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 HDCEX is a Hold and JHEQX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.5B vs. HDCEX (38.7M). JHEQX pays higher dividends than HDCEX: JHEQX (0.74) vs HDCEX (0.00). HDCEX was incepted earlier than JHEQX: HDCEX (11 years) vs JHEQX (11 years). HDCEX (2.44) is less costly to investors than JHEQX (0.58). HDCEX is a more actively managed with annual turnover of: 580.00 vs. JHEQX (37.00). HDCEX has a lower initial minimum investment than JHEQX: HDCEX (1000) vs JHEQX (1000000). HDCEX (9.24) and JHEQX (8.94) have marching annual gain over last year. JHEQX return over 5 years is better than : 76.44 vs. HDCEX (40.39).
| HDCEX | JHEQX | HDCEX / JHEQX | |
| Total Expense Ratio | 2.44 | 0.58 | 421% |
| Annual Report Gross Expense Ratio | 2.44 | 0.58 | 421% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -0.967 | -3.291 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.7M | 20.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 9.24 | 8.94 | 103% |
| Returns for 3 years | 4.93 | 27.47 | 18% |
| Returns for 5 years | 40.39 | 76.44 | 53% |
| Returns for 10 years | 12.75 | 108.26 | 12% |
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