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JHEQX vs PHEIX
JHEQX vs PHEIX Comparison
Open Charts JHEQX vs PHEIX
JHEQX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 18.6B vs. PHEIX (4.08B). PHEIX pays higher dividends than JHEQX: PHEIX (0.86) vs JHEQX (0.56). JHEQX was incepted earlier than PHEIX: JHEQX (13 years) vs PHEIX (3 years). JHEQX (0.57) is less costly to investors than PHEIX (0.49). PHEIX is a more actively managed with annual turnover of: 54.50 vs. JHEQX (20.00). PHEIX has a lower initial minimum investment than JHEQX: PHEIX (500000) vs JHEQX (1000000). PHEIX annual gain was more profitable for investors over the last year : 9.03 vs. JHEQX (5.45).
| JHEQX | PHEIX | JHEQX / PHEIX | |
| Total Expense Ratio | 0.57 | 0.49 | 116% |
| Annual Report Gross Expense Ratio | 0.57 | 0.49 | 116% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | -0.748 | 7.132 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 4.08B | 456% |
| Annual Yield % from dividends | 0.56 | 0.86 | 65% |
| Returns for 1 year | 5.45 | 9.03 | 60% |
| Returns for 3 years | 28.19 | 41.49 | 68% |
| Returns for 5 years | 37.65 | N/A | - |
| Returns for 10 years | 129.46 | N/A | - |
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