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JHEQX vs WRAIX
JHEQX vs WRAIX Comparison Chart
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JHEQX vs. WRAIX 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 WRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19.9B vs. WRAIX (237M). WRAIX pays higher dividends than JHEQX: WRAIX (1.44) vs JHEQX (0.80). JHEQX was incepted earlier than WRAIX: JHEQX (11 years) vs WRAIX (13 years). WRAIX (1.42) is less costly to investors than JHEQX (0.58). WRAIX is a more actively managed with annual turnover of: 43.00 vs. JHEQX (37.00). WRAIX has a lower initial minimum investment than JHEQX: WRAIX (100000) vs JHEQX (1000000). WRAIX annual gain was more profitable for investors over the last year : 6.81 vs. JHEQX (5.68). JHEQX return over 5 years is better than : 50.79 vs. WRAIX (30.16).
| JHEQX | WRAIX | JHEQX / WRAIX | |
| Total Expense Ratio | 0.58 | 1.25 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.42 | 41% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -7.376 | 1.288 | -573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 237M | 8,397% |
| Annual Yield % from dividends | 0.80 | 1.44 | 55% |
| Returns for 1 year | 5.68 | 6.81 | 83% |
| Returns for 3 years | 24.82 | 17.62 | 141% |
| Returns for 5 years | 50.79 | 30.16 | 168% |
| Returns for 10 years | 98.15 | 38.09 | 258% |
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