Interact to see
Advertisement
Advertisement
JHEQX vs WRAAX
JHEQX vs WRAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. WRAAX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. WRAAX (252M). WRAAX pays higher dividends than JHEQX: WRAAX (1.36) vs JHEQX (0.73). JHEQX was incepted earlier than WRAAX: JHEQX (12 years) vs WRAAX (14 years). WRAAX (1.92) is less costly to investors than JHEQX (0.58). WRAAX is a more actively managed with annual turnover of: 82.00 vs. JHEQX (37.00). WRAAX has a lower initial minimum investment than JHEQX: WRAAX (1000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 9.68 vs. WRAAX (7.34). JHEQX return over 5 years is better than : 55.55 vs. WRAAX (27.69).
| JHEQX | WRAAX | JHEQX / WRAAX | |
| Total Expense Ratio | 0.58 | 1.50 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.92 | 30% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 3.938 | 7.287 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 252M | 8,452% |
| Annual Yield % from dividends | 0.73 | 1.36 | 53% |
| Returns for 1 year | 9.68 | 7.34 | 132% |
| Returns for 3 years | 40.46 | 27.69 | 146% |
| Returns for 5 years | 55.55 | 27.69 | 201% |
| Returns for 10 years | 131.95 | 45.41 | 291% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JMBS | 45.55 | 0.24 | +0.53% |
| Janus Henderson Mortgage-Backed Sec ETF | |||
| CCRV | 20.00 | N/A | N/A |
| iShares Commodity Curve Carry Strategy ETF | |||
| CSHP | 99.45 | N/A | N/A |
| iShares Enhanced ST Bond Active ETF | |||
| AFIF | 9.40 | N/A | -0.01% |
| Anfield Universal Fixed Income ETF | |||
| BGB | 12.54 | -0.02 | -0.16% |
| Blackstone Strategic Credit 2027 Term Fund | |||