Ad is loading...
JHEQX vs JIHRX
JHEQX vs JIHRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JIHRX 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 JIHRX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19.7B vs. JIHRX (202M). JIHRX pays higher dividends than JHEQX: JIHRX (2.86) vs JHEQX (0.80). 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 : 7.99 vs. JHEQX (4.68). JHEQX return over 5 years is better than : 49.36 vs. JIHRX (38.63).
| JHEQX | JIHRX | JHEQX / JIHRX | |
| Total Expense Ratio | 0.58 | 0.35 | 166% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -8.253 | 8.219 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 202M | 9,752% |
| Annual Yield % from dividends | 0.80 | 2.86 | 28% |
| Returns for 1 year | 4.68 | 7.99 | 59% |
| Returns for 3 years | 24.09 | 23.51 | 102% |
| Returns for 5 years | 49.36 | 38.63 | 128% |
| Returns for 10 years | 95.80 | N/A | - |