Interact to see
Advertisement
Advertisement
JHEQX vs JHQAX
JHEQX vs JHQAX Comparison
Open Charts JHEQX vs JHQAX
JHEQX vs JHQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JHQAX commentary
Sep 22, 2026
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 JHEQX is a Hold and JHQAX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX (17.9B) and JHQAX (17.9B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.55) vs JHQAX (0.30). JHEQX was incepted earlier than JHQAX: JHEQX (13 years) vs JHQAX (13 years). JHQAX (0.82) is less costly to investors than JHEQX (0.57). JHEQX (27.00) and JHQAX (27.00) have comparable annual turnover. JHQAX has a lower initial minimum investment than JHEQX: JHQAX (1000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 2.98 vs. JHQAX (2.72). JHEQX (37.99) and JHQAX (36.63) have equivalent 5 years return.
| JHEQX | JHQAX | JHEQX / JHQAX | |
| Total Expense Ratio | 0.57 | 0.82 | 70% |
| Annual Report Gross Expense Ratio | 0.57 | 0.82 | 70% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 0.329 | 0.167 | 197% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 17.9B | 100% |
| Annual Yield % from dividends | 0.55 | 0.30 | 184% |
| Returns for 1 year | 2.98 | 2.72 | 109% |
| Returns for 3 years | 30.10 | 29.11 | 103% |
| Returns for 5 years | 37.99 | 36.63 | 104% |
| Returns for 10 years | 130.55 | 126.07 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers