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JHEQX vs WRAAX
JHEQX vs WRAAX Comparison Chart
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JHEQX vs. WRAAX commentary
Jun 16, 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 (249M). WRAAX pays higher dividends than JHEQX: WRAAX (1.40) vs JHEQX (0.77). JHEQX was incepted earlier than WRAAX: JHEQX (12 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). WRAAX annual gain was more profitable for investors over the last year : 8.60 vs. JHEQX (6.66). JHEQX return over 5 years is better than : 56.54 vs. WRAAX (31.14).
| 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 | 13 years | - |
| Gain YTD | -0.693 | 4.651 | -15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 249M | 8,394% |
| Annual Yield % from dividends | 0.77 | 1.40 | 55% |
| Returns for 1 year | 6.66 | 8.60 | 77% |
| Returns for 3 years | 39.22 | 25.32 | 155% |
| Returns for 5 years | 56.54 | 31.14 | 182% |
| Returns for 10 years | 111.18 | 39.64 | 280% |
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