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JHEQX vs WRAAX
JHEQX vs WRAAX Comparison Chart
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JHEQX vs. WRAAX commentary
May 23, 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 WRAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 20.9B vs. WRAAX (246M). WRAAX pays higher dividends than JHEQX: WRAAX (1.42) vs JHEQX (0.80). JHEQX was incepted earlier than WRAAX: JHEQX (11 years) vs WRAAX (13 years). WRAAX (1.92) is less costly to investors than JHEQX (0.58). WRAAX is a more actively managed with annual turnover of: 43.00 vs. JHEQX (37.00). WRAAX has a lower initial minimum investment than JHEQX: WRAAX (1000) vs JHEQX (1000000). JHEQX (8.02) and WRAAX (7.93) have marching annual gain over last year. JHEQX return over 5 years is better than : 56.00 vs. WRAAX (32.41).
| JHEQX | WRAAX | JHEQX / WRAAX | |
| Total Expense Ratio | 0.58 | 1.50 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.92 | 30% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -1.631 | 4.419 | -37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 246M | 8,496% |
| Annual Yield % from dividends | 0.80 | 1.42 | 56% |
| Returns for 1 year | 8.02 | 7.93 | 101% |
| Returns for 3 years | 37.62 | 23.09 | 163% |
| Returns for 5 years | 56.00 | 32.41 | 173% |
| Returns for 10 years | 108.81 | 38.57 | 282% |