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JHATX vs LOIEX
JHATX vs LOIEX Comparison
Open Charts JHATX vs LOIEX
JHancock International Small Company NAV
Price$11.16
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets119.24M
Lord Abbett International Opps F3
Price$21.08
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets311.73M
JHATX vs LOIEX Comparison Chart
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JHATX vs. LOIEX commentary
May 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 JHATX is a Buy and LOIEX is a Buy.
FUNDAMENTALS
Fundamentals
LOIEX has more cash in the bank: 312M vs. JHATX (119M). JHATX pays higher dividends than LOIEX: JHATX (2.80) vs LOIEX (1.88). JHATX was incepted earlier than LOIEX: JHATX (19 years) vs LOIEX (8 years). JHATX (0.92) and LOIEX (0.92) have similar cost to investors . LOIEX is a more actively managed with annual turnover of: 50.00 vs. JHATX (9.00). JHATX (0) and LOIEX (0) have matching initial minimum investment requirements. LOIEX annual gain was more profitable for investors over the last year : 10.30 vs. JHATX (6.13). LOIEX return over 5 years is better than : 60.83 vs. JHATX (44.86).
| JHATX | LOIEX | JHATX / LOIEX | |
| Total Expense Ratio | 0.91 | 0.92 | 99% |
| Annual Report Gross Expense Ratio | 0.92 | 0.92 | 100% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 11.045 | 13.151 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 312M | 38% |
| Annual Yield % from dividends | 2.80 | 1.88 | 149% |
| Returns for 1 year | 6.13 | 10.30 | 60% |
| Returns for 3 years | 23.74 | 29.03 | 82% |
| Returns for 5 years | 44.86 | 60.83 | 74% |
| Returns for 10 years | 30.16 | N/A | - |
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