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JHEQX vs PHSWX
JHEQX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19.9B vs. PHSWX (7.05M). PHSWX pays higher dividends than JHEQX: PHSWX (1.04) vs JHEQX (0.80). JHEQX was incepted earlier than PHSWX: JHEQX (11 years) vs PHSWX (4 years). PHSWX (3.09) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than JHEQX: PHSWX (1000) vs JHEQX (1000000). PHSWX annual gain was more profitable for investors over the last year : 12.32 vs. JHEQX (5.68).
| JHEQX | PHSWX | JHEQX / PHSWX | |
| Total Expense Ratio | 0.58 | 1.17 | 50% |
| Annual Report Gross Expense Ratio | 0.58 | 3.09 | 19% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | -7.376 | 11.201 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 7.05M | 282,149% |
| Annual Yield % from dividends | 0.80 | 1.04 | 76% |
| Returns for 1 year | 5.68 | 12.32 | 46% |
| Returns for 3 years | 24.82 | 1.68 | 1,480% |
| Returns for 5 years | 50.79 | N/A | - |
| Returns for 10 years | 98.15 | N/A | - |
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