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JHDAX vs JHEQX
JHDAX vs JHEQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. JHDAX (5.36B). JHEQX pays higher dividends than JHDAX: JHEQX (0.73) vs JHDAX (0.46). JHDAX was incepted earlier than JHEQX: JHDAX (5 years) vs JHEQX (12 years). JHDAX (0.85) is less costly to investors than JHEQX (0.58). JHDAX is a more actively managed with annual turnover of: 42.00 vs. JHEQX (37.00). JHDAX has a lower initial minimum investment than JHEQX: JHDAX (1000) vs JHEQX (1000000). JHEQX (9.68) and JHDAX (9.44) have marching annual gain over last year.
| JHDAX | JHEQX | JHDAX / JHEQX | |
| Total Expense Ratio | 0.85 | 0.58 | 147% |
| Annual Report Gross Expense Ratio | 0.85 | 0.58 | 147% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 4.397 | 3.938 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 21.3B | 25% |
| Annual Yield % from dividends | 0.46 | 0.73 | 63% |
| Returns for 1 year | 9.44 | 9.68 | 97% |
| Returns for 3 years | 29.48 | 40.46 | 73% |
| Returns for 5 years | N/A | 55.55 | - |
| Returns for 10 years | N/A | 131.95 | - |
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