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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
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JHEQX vs. JHQRX commentary
Jul 17, 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 (21.2B) and JHQRX (21.2B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.99) vs JHEQX (0.75). JHEQX was incepted earlier than JHQRX: JHEQX (12 years) vs JHQRX (12 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 (5.85) and JHEQX (5.61) have marching annual gain over last year. JHQRX (56.82) and JHEQX (55.30) 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 | 12 years | 12 years | - |
| Gain YTD | 0.999 | 1.121 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 21.2B | 100% |
| Annual Yield % from dividends | 0.75 | 0.99 | 76% |
| Returns for 1 year | 5.61 | 5.85 | 96% |
| Returns for 3 years | 38.21 | 39.04 | 98% |
| Returns for 5 years | 55.30 | 56.82 | 97% |
| Returns for 10 years | 115.29 | 119.34 | 97% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| VOT | 284.25 | 1.12 | +0.40% |
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| EDIV | 38.43 | 0.11 | +0.29% |
| SPDR® S&P Emerging Markets Dividend ETF | |||
| PSH | 50.47 | 0.13 | +0.25% |
| PGIM Short Duration High Yield ETF | |||
| AGIH | 24.62 | N/A | N/A |
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| FIGB | 42.63 | -0.15 | -0.35% |
| Fidelity Investment Grade Bd ETF | |||