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JHQAX vs JHTRX
JHQAX vs JHTRX Comparison Chart
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JHQAX vs. JHTRX commentary
Jun 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 JHQAX is a Buy and JHTRX is a Buy.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 20.9B vs. JHTRX (3.24B). JHTRX pays higher dividends than JHQAX: JHTRX (0.96) vs JHQAX (0.53). JHQAX was incepted earlier than JHTRX: JHQAX (11 years) vs JHTRX (4 years). JHQAX (0.83) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 56.00 vs. JHQAX (37.00). JHQAX has a lower initial minimum investment than JHTRX: JHQAX (1000) vs JHTRX (15000000). JHTRX (7.51) and JHQAX (7.39) have marching annual gain over last year.
| JHQAX | JHTRX | JHQAX / JHTRX | |
| Total Expense Ratio | 0.83 | 0.34 | 244% |
| Annual Report Gross Expense Ratio | 0.83 | 0.34 | 244% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | -1.273 | -0.101 | 1,260% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 3.24B | 644% |
| Annual Yield % from dividends | 0.53 | 0.96 | 55% |
| Returns for 1 year | 7.39 | 7.51 | 98% |
| Returns for 3 years | 35.36 | 31.52 | 112% |
| Returns for 5 years | 53.52 | N/A | - |
| Returns for 10 years | 107.57 | N/A | - |
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