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JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart in %
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JHEQX vs. WRAIX commentary
Aug 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 WRAIX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.3B vs. WRAIX (251M). WRAIX pays higher dividends than JHEQX: WRAIX (1.38) vs JHEQX (0.74). JHEQX was incepted earlier than WRAIX: JHEQX (12 years) vs WRAIX (14 years). WRAIX (1.42) is less costly to investors than JHEQX (0.58). WRAIX is a more actively managed with annual turnover of: 82.00 vs. JHEQX (37.00). WRAIX has a lower initial minimum investment than JHEQX: WRAIX (100000) vs JHEQX (1000000). JHEQX (8.54) and WRAIX (8.19) have marching annual gain over last year. JHEQX return over 5 years is better than : 55.12 vs. WRAIX (29.64).
| JHEQX | WRAIX | JHEQX / WRAIX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.42 | 41% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 3.150 | 7.045 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 251M | 8,486% |
| Annual Yield % from dividends | 0.74 | 1.38 | 53% |
| Returns for 1 year | 8.54 | 8.19 | 104% |
| Returns for 3 years | 35.75 | 24.31 | 147% |
| Returns for 5 years | 55.12 | 29.64 | 186% |
| Returns for 10 years | 120.80 | 45.68 | 264% |
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