JHDCX
Price
$19.36
Change
+$0.05 (+0.26%)
Updated
Nov 19 closing price
Net Assets
5.26B
PHEFX
Price
$13.49
Change
+$0.03 (+0.22%)
Updated
Nov 19 closing price
Net Assets
3.93B
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JHDCX vs PHEFX

Header iconJHDCX vs PHEFX Comparison
Open Charts JHDCX vs PHEFXBanner chart's image
JPMorgan Hedged Equity 2 C
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets5.26B
T. Rowe Price Hedged Equity
Price$13.49
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets3.93B
JHDCX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHDCX has more cash in the bank: 5.26B vs. PHEFX (3.93B). PHEFX pays higher dividends than JHDCX: PHEFX (1.07) vs JHDCX (0.06). JHDCX was incepted earlier than PHEFX: JHDCX (5 years) vs PHEFX (2 years). JHDCX (1.35) is less costly to investors than PHEFX (0.99). JHDCX (42.00) and PHEFX (40.70) have comparable annual turnover. JHDCX has a lower initial minimum investment than PHEFX: JHDCX (1000) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 6.71 vs. JHDCX (4.54).
JHDCXPHEFXJHDCX / PHEFX
Total Expense Ratio1.350.75180%
Annual Report Gross Expense Ratio1.350.99136%
Fund Existence5 years2 years-
Gain YTD4.7628.90054%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets5.26B3.93B134%
Annual Yield % from dividends0.061.075%
Returns for 1 year4.546.7168%
Returns for 3 years30.51N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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