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
Jun 08, 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 (18.8B) and JHQAX (18.8B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.62) vs JHQAX (0.37). JHEQX was incepted earlier than JHQAX: JHEQX (12 years) vs JHQAX (12 years). JHQAX (0.82) is less costly to investors than JHEQX (0.57). JHEQX (20.00) and JHQAX (20.00) have comparable annual turnover. JHQAX has a lower initial minimum investment than JHEQX: JHQAX (1000) vs JHEQX (1000000). JHEQX (6.67) and JHQAX (6.37) have marching annual gain over last year. JHEQX (38.22) and JHQAX (36.78) 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 | 12 years | 12 years | - |
| Gain YTD | -1.994 | -2.120 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 18.8B | 100% |
| Annual Yield % from dividends | 0.62 | 0.37 | 166% |
| Returns for 1 year | 6.67 | 6.37 | 105% |
| Returns for 3 years | 29.85 | 28.84 | 104% |
| Returns for 5 years | 38.22 | 36.78 | 104% |
| Returns for 10 years | 128.22 | 123.58 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MERIX | 17.15 | -0.05 | -0.29% |
| The Merger Fund I | |||
| RSEYX | 14.21 | -0.28 | -1.93% |
| Columbia Global Value Inst2 | |||
| RTLCX | 92.90 | -2.34 | -2.46% |
| Russell Inv Tax-Managed US Large Cap C | |||
| EXOSX | 37.09 | -0.95 | -2.50% |
| Manning & Napier Overseas Series I | |||
| MIGIX | 18.88 | -0.96 | -4.84% |
| Morgan Stanley Inst Global Insgt I | |||