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JHEQX vs SDRCX
JHEQX vs SDRCX Comparison Chart in %
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JHEQX vs. SDRCX commentary
Aug 02, 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 SDRCX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. SDRCX (641M). JHEQX pays higher dividends than SDRCX: JHEQX (0.74) vs SDRCX (0.00). JHEQX was incepted earlier than SDRCX: JHEQX (12 years) vs SDRCX (13 years). SDRCX (2.27) is less costly to investors than JHEQX (0.58). JHEQX is a more actively managed with annual turnover of: 37.00 vs. SDRCX (12.00). SDRCX has a lower initial minimum investment than JHEQX: SDRCX (2500) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 8.85 vs. SDRCX (1.65). JHEQX return over 5 years is better than : 55.18 vs. SDRCX (13.95).
| JHEQX | SDRCX | JHEQX / SDRCX | |
| Total Expense Ratio | 0.58 | 2.27 | 26% |
| Annual Report Gross Expense Ratio | 0.58 | 2.27 | 26% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 1.878 | 3.195 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 641M | 3,323% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 8.85 | 1.65 | 538% |
| Returns for 3 years | 36.47 | 3.80 | 960% |
| Returns for 5 years | 55.18 | 13.95 | 395% |
| Returns for 10 years | 118.87 | 21.37 | 556% |
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