HSGFX
Price
$5.94
Change
+$0.01 (+0.17%)
Updated
Oct 7 closing price
Net Assets
357.52M
JHEQX
Price
$34.56
Change
-$0.11 (-0.32%)
Updated
Oct 7 closing price
Net Assets
21.38B
Interact to see
Advertisement

HSGFX vs JHEQX

Header iconHSGFX vs JHEQX Comparison
Open Charts HSGFX vs JHEQXBanner chart's image
Hussman Strategic Market Cycle Fund
Price$5.94
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets357.52M
JPMorgan Hedged Equity I
Price$34.56
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets21.38B
HSGFX vs JHEQX Comparison Chart in %
View a ticker or compare two or three
VS
HSGFX vs. JHEQX commentary
Oct 08, 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 HSGFX is a Buy and JHEQX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. HSGFX (358M). HSGFX pays higher dividends than JHEQX: HSGFX (2.74) vs JHEQX (0.74). HSGFX was incepted earlier than JHEQX: HSGFX (25 years) vs JHEQX (12 years). HSGFX (1.23) is less costly to investors than JHEQX (0.58). HSGFX is a more actively managed with annual turnover of: 113.00 vs. JHEQX (37.00). HSGFX has a lower initial minimum investment than JHEQX: HSGFX (1000) vs JHEQX (1000000). HSGFX annual gain was more profitable for investors over the last year : 7.94 vs. JHEQX (7.50). JHEQX return over 5 years is better than : 54.94 vs. HSGFX (3.30).
HSGFXJHEQXHSGFX / JHEQX
Total Expense Ratio1.220.58210%
Annual Report Gross Expense Ratio1.230.58212%
Fund Existence25 years12 years-
Gain YTD8.2125.231157%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets358M21.4B2%
Annual Yield % from dividends2.740.74371%
Returns for 1 year7.947.50106%
Returns for 3 years-10.3252.54-20%
Returns for 5 years3.3054.946%
Returns for 10 years-22.32138.27-16%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EDV67.740.54
+0.80%
Vanguard Extended Duration Trs ETF
EVHY53.25-0.04
-0.08%
Eaton Vance High Yield ETF
LDSF19.10-0.04
-0.21%
First Trust Low Dur Strat Foc ETF
NXJ12.50-0.04
-0.32%
Nuveen New Jersey Quality Municipal Income Fund
PHLLF4.14-0.03
-0.74%
PETERSHILL PARTNERS PLC.