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JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart in %
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JHEQX vs. WRAIX commentary
Sep 06, 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 (252M). WRAIX pays higher dividends than JHEQX: WRAIX (1.37) vs JHEQX (0.73). 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 annual gain was more profitable for investors over the last year : 9.68 vs. WRAIX (7.60). JHEQX return over 5 years is better than : 55.55 vs. WRAIX (29.30).
| 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 | 3.938 | 7.500 | 53% |
| 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 | 252M | 8,452% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 9.68 | 7.60 | 127% |
| Returns for 3 years | 40.46 | 28.58 | 142% |
| Returns for 5 years | 55.55 | 29.30 | 190% |
| Returns for 10 years | 131.95 | 49.28 | 268% |
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