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JHEQX vs JIHRX
JHEQX vs JIHRX Comparison Chart
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JHEQX vs. JIHRX commentary
Jun 07, 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 JIHRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.8B vs. JIHRX (222M). JIHRX pays higher dividends than JHEQX: JIHRX (2.74) vs JHEQX (0.77). JHEQX was incepted earlier than JIHRX: JHEQX (11 years) vs JIHRX (6 years). JHEQX (0.58) and JIHRX (0.58) have similar cost to investors . JHEQX is a more actively managed with annual turnover of: 37.00 vs. JIHRX (27.00). JHEQX has a lower initial minimum investment than JIHRX: JHEQX (1000000) vs JIHRX (15000000). JIHRX annual gain was more profitable for investors over the last year : 8.21 vs. JHEQX (7.60). JHEQX return over 5 years is better than : 54.97 vs. JIHRX (41.57).
| JHEQX | JIHRX | JHEQX / JIHRX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -1.237 | 12.889 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 222M | 9,369% |
| Annual Yield % from dividends | 0.77 | 2.74 | 28% |
| Returns for 1 year | 7.60 | 8.21 | 93% |
| Returns for 3 years | 35.70 | 30.85 | 116% |
| Returns for 5 years | 54.97 | 41.57 | 132% |
| Returns for 10 years | 111.15 | N/A | - |
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