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JHEQX vs JHQAX
JHEQX vs JHQAX Comparison
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JHEQX vs JHQAX Comparison Chart in %
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JHEQX vs. JHQAX commentary
Sep 01, 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 StrongBuy and JHQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX (18.4B) and JHQAX (18.4B) have equal amount of cash in the bank . JHEQX pays higher dividends than JHQAX: JHEQX (0.56) 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 (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 (5.22) and JHQAX (4.97) have marching annual gain over last year. JHEQX (38.75) and JHQAX (37.39) 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 | 1.265 | 1.104 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 18.4B | 100% |
| Annual Yield % from dividends | 0.56 | 0.30 | 184% |
| Returns for 1 year | 5.22 | 4.97 | 105% |
| Returns for 3 years | 29.31 | 28.37 | 103% |
| Returns for 5 years | 38.75 | 37.39 | 104% |
| Returns for 10 years | 131.03 | 126.41 | 104% |
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