Interact to see
Advertisement
Advertisement
JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. WRAIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 21.4B vs. WRAIX (251M). WRAIX pays higher dividends than JHEQX: WRAIX (1.39) vs JHEQX (0.75). 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 (9.98) and WRAIX (9.93) have marching annual gain over last year. JHEQX return over 5 years is better than : 57.07 vs. WRAIX (31.45).
| 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 | 2.241 | 7.045 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 251M | 8,526% |
| Annual Yield % from dividends | 0.75 | 1.39 | 54% |
| Returns for 1 year | 9.98 | 9.93 | 101% |
| Returns for 3 years | 38.89 | 27.17 | 143% |
| Returns for 5 years | 57.07 | 31.45 | 181% |
| Returns for 10 years | 119.78 | 45.42 | 264% |
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 % |
| RSPD | 56.40 | 0.60 | +1.08% |
| Invesco S&P 500® Equal Wt Cnsm Disc ETF | |||
| XLY | 224.87 | 2.07 | +0.93% |
| The Consumer Discret Sel SectSPDR® ETF | |||
| AGGY | 43.46 | 0.07 | +0.16% |
| WisdomTree Yield Enhanced US Aggt Bd ETF | |||
| CTEX | 24.56 | N/A | N/A |
| ProShares S&P Kensho Cleantech ETF | |||
| GRF | 10.26 | -0.22 | -2.10% |
| Eagle Capital Growth Fund | |||