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HDCTX vs JHEQX
HDCTX vs JHEQX Comparison Chart
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HDCTX vs. JHEQX commentary
May 23, 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 HDCTX is a Buy and JHEQX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.7B vs. HDCTX (39.1M). JHEQX pays higher dividends than HDCTX: JHEQX (0.80) vs HDCTX (0.00). HDCTX was incepted earlier than JHEQX: HDCTX (24 years) vs JHEQX (11 years). HDCTX (1.61) is less costly to investors than JHEQX (0.58). HDCTX is a more actively managed with annual turnover of: 270.00 vs. JHEQX (37.00). HDCTX has a lower initial minimum investment than JHEQX: HDCTX (1000) vs JHEQX (1000000). HDCTX annual gain was more profitable for investors over the last year : 12.50 vs. JHEQX (7.54). JHEQX return over 5 years is better than : 54.94 vs. HDCTX (39.30).
| HDCTX | JHEQX | HDCTX / JHEQX | |
| Total Expense Ratio | 1.61 | 0.58 | 278% |
| Annual Report Gross Expense Ratio | 1.61 | 0.58 | 278% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.508 | -2.296 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 20.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 12.50 | 7.54 | 166% |
| Returns for 3 years | 20.07 | 35.74 | 56% |
| Returns for 5 years | 39.30 | 54.94 | 72% |
| Returns for 10 years | 23.54 | 107.40 | 22% |
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