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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart
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JHEQX vs. JHQRX commentary
May 09, 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 JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (20.4B) and JHQRX (20.4B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (1.05) vs JHEQX (0.80). JHEQX was incepted earlier than JHQRX: JHEQX (11 years) vs JHQRX (11 years). JHEQX (0.58) is less costly to investors than JHQRX (0.33). JHEQX (37.00) and JHQRX (37.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (7.46) and JHEQX (7.18) have marching annual gain over last year. JHQRX (54.14) and JHEQX (52.60) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.58 | 0.33 | 176% |
| Annual Report Gross Expense Ratio | 0.58 | 0.33 | 176% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -4.352 | -4.252 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4B | 20.4B | 100% |
| Annual Yield % from dividends | 0.80 | 1.05 | 76% |
| Returns for 1 year | 7.18 | 7.46 | 96% |
| Returns for 3 years | 33.54 | 34.32 | 98% |
| Returns for 5 years | 52.60 | 54.14 | 97% |
| Returns for 10 years | 104.25 | 108.06 | 96% |
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