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JHEQX vs JHQPX
JHEQX vs JHQPX Comparison Chart
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JHEQX vs. JHQPX commentary
Apr 25, 2025
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 JHQPX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (19.9B) and JHQPX (19.9B) have equal amount of cash in the bank . JHQPX pays higher dividends than JHEQX: JHQPX (0.94) vs JHEQX (0.80). JHEQX was incepted earlier than JHQPX: JHEQX (11 years) vs JHQPX (11 years). JHEQX (0.58) is less costly to investors than JHQPX (0.43). JHEQX (37.00) and JHQPX (37.00) have comparable annual turnover. JHQPX has a lower initial minimum investment than JHEQX: JHQPX (0) vs JHEQX (1000000). JHQPX (5.85) and JHEQX (5.68) have marching annual gain over last year. JHQPX (51.71) and JHEQX (50.79) have equivalent 5 years return.
| JHEQX | JHQPX | JHEQX / JHQPX | |
| Total Expense Ratio | 0.58 | 0.43 | 135% |
| Annual Report Gross Expense Ratio | 0.58 | 0.43 | 135% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -7.376 | -7.329 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 19.9B | 100% |
| Annual Yield % from dividends | 0.80 | 0.94 | 85% |
| Returns for 1 year | 5.68 | 5.85 | 97% |
| Returns for 3 years | 24.82 | 25.22 | 98% |
| Returns for 5 years | 50.79 | 51.71 | 98% |
| Returns for 10 years | 98.15 | 100.45 | 98% |
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