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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
Jun 29, 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 (18.6B) and JHQAX (18.6B) 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 (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 (5.41) and JHQAX (5.15) have marching annual gain over last year. JHEQX (37.71) and JHQAX (36.35) 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 | -1.825 | -1.935 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 18.6B | 100% |
| Annual Yield % from dividends | 0.62 | 0.37 | 166% |
| Returns for 1 year | 5.41 | 5.15 | 105% |
| Returns for 3 years | 28.19 | 27.21 | 104% |
| Returns for 5 years | 37.71 | 36.35 | 104% |
| Returns for 10 years | 136.89 | 132.14 | 104% |
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