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JHEQX vs JHQPX
JHEQX vs JHQPX Comparison
Open Charts JHEQX vs JHQPX
JHEQX vs JHQPX Comparison Chart in %
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JHEQX vs. JHQPX 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 JHQPX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX (18.8B) and JHQPX (18.8B) have equal amount of cash in the bank . JHQPX pays higher dividends than JHEQX: JHQPX (0.74) vs JHEQX (0.62). JHEQX was incepted earlier than JHQPX: JHEQX (12 years) vs JHQPX (12 years). JHEQX (0.57) is less costly to investors than JHQPX (0.43). JHEQX (20.00) and JHQPX (20.00) have comparable annual turnover. JHQPX has a lower initial minimum investment than JHEQX: JHQPX (0) vs JHEQX (1000000). JHQPX (6.79) and JHEQX (6.67) have marching annual gain over last year. JHQPX (39.00) and JHEQX (38.22) have equivalent 5 years return.
| JHEQX | JHQPX | JHEQX / JHQPX | |
| Total Expense Ratio | 0.57 | 0.43 | 133% |
| Annual Report Gross Expense Ratio | 0.57 | 0.43 | 133% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -1.994 | -1.927 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 18.8B | 100% |
| Annual Yield % from dividends | 0.62 | 0.74 | 84% |
| Returns for 1 year | 6.67 | 6.79 | 98% |
| Returns for 3 years | 29.85 | 30.40 | 98% |
| Returns for 5 years | 38.22 | 39.00 | 98% |
| Returns for 10 years | 128.22 | 130.92 | 98% |
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