JHEQX
Price
$33.05
Change
-$0.05 (-0.15%)
Updated
Jun 26 closing price
Net Assets
20.97B
SDRCX
Price
$14.03
Change
+$0.04 (+0.29%)
Updated
Jun 26 closing price
Net Assets
639.35M
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JHEQX vs SDRCX

Header iconJHEQX vs SDRCX Comparison
Open Charts JHEQX vs SDRCXBanner chart's image
JPMorgan Hedged Equity I
Price$33.05
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets20.97B
Swan Defined Risk C
Price$14.03
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets639.35M
JHEQX vs SDRCX Comparison Chart in %
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JHEQX vs. SDRCX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21B vs. SDRCX (639M). JHEQX pays higher dividends than SDRCX: JHEQX (0.77) 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 : 6.43 vs. SDRCX (-0.71). JHEQX return over 5 years is better than : 56.15 vs. SDRCX (15.43).
JHEQXSDRCXJHEQX / SDRCX
Total Expense Ratio0.582.2726%
Annual Report Gross Expense Ratio0.582.2726%
Fund Existence12 years13 years-
Gain YTD0.0931.5986%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21B639M3,286%
Annual Yield % from dividends0.770.00-
Returns for 1 year6.43-0.71-907%
Returns for 3 years38.654.48863%
Returns for 5 years56.1515.43364%
Returns for 10 years116.9920.71565%
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