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JHEQX vs JIHIX
JHEQX vs JIHIX Comparison Chart
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JHEQX vs. JIHIX 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 JIHIX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19.9B vs. JIHIX (203M). JIHIX pays higher dividends than JHEQX: JIHIX (2.63) vs JHEQX (0.80). JHEQX was incepted earlier than JIHIX: JHEQX (11 years) vs JIHIX (6 years). JIHIX (0.80) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. JIHIX (27.00). JHEQX (1000000) and JIHIX (1000000) have matching initial minimum investment requirements. JIHIX annual gain was more profitable for investors over the last year : 7.99 vs. JHEQX (5.68). JHEQX return over 5 years is better than : 50.79 vs. JIHIX (37.67).
| JHEQX | JIHIX | JHEQX / JIHIX | |
| Total Expense Ratio | 0.58 | 0.60 | 97% |
| Annual Report Gross Expense Ratio | 0.58 | 0.80 | 72% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -7.376 | 8.416 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 203M | 9,803% |
| Annual Yield % from dividends | 0.80 | 2.63 | 30% |
| Returns for 1 year | 5.68 | 7.99 | 71% |
| Returns for 3 years | 24.82 | 23.49 | 106% |
| Returns for 5 years | 50.79 | 37.67 | 135% |
| Returns for 10 years | 98.15 | N/A | - |
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