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JHEQX vs JHQAX
JHEQX vs JHQAX Comparison
Open Charts JHEQX vs JHQAX
JHEQX vs JHQAX Comparison Chart in %
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JHEQX vs. JHQAX commentary
Jul 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 Buy and JHQAX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (18.3B) and JHQAX (18.3B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.56) vs JHQAX (0.31). 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 (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 annual gain was more profitable for investors over the last year : 4.07 vs. JHQAX (3.79). JHEQX (36.63) and JHQAX (35.27) 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 | -1.598 | -1.736 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 18.3B | 100% |
| Annual Yield % from dividends | 0.56 | 0.31 | 184% |
| Returns for 1 year | 4.07 | 3.79 | 108% |
| Returns for 3 years | 26.51 | 25.57 | 104% |
| Returns for 5 years | 36.63 | 35.27 | 104% |
| Returns for 10 years | 126.54 | 122.05 | 104% |
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