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JHEQX vs WRAAX
JHEQX vs WRAAX Comparison Chart
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JHEQX vs. WRAAX commentary
Apr 25, 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: 19.9B vs. WRAAX (237M). WRAAX pays higher dividends than JHEQX: WRAAX (1.43) 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). WRAAX annual gain was more profitable for investors over the last year : 6.67 vs. JHEQX (5.68). JHEQX return over 5 years is better than : 50.79 vs. WRAAX (28.62).
| 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 | -7.376 | 1.240 | -595% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 237M | 8,397% |
| Annual Yield % from dividends | 0.80 | 1.43 | 56% |
| Returns for 1 year | 5.68 | 6.67 | 85% |
| Returns for 3 years | 24.82 | 16.82 | 148% |
| Returns for 5 years | 50.79 | 28.62 | 177% |
| Returns for 10 years | 98.15 | 34.59 | 284% |
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