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JHQAX vs JHTRX
JHQAX vs JHTRX Comparison
Open Charts JHQAX vs JHTRX
JHQAX vs JHTRX Comparison Chart in %
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JHQAX vs. JHTRX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 18.7B vs. JHTRX (2.97B). JHTRX pays higher dividends than JHQAX: JHTRX (0.81) vs JHQAX (0.37). JHQAX was incepted earlier than JHTRX: JHQAX (13 years) vs JHTRX (5 years). JHQAX (0.82) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 44.00 vs. JHQAX (20.00). JHQAX has a lower initial minimum investment than JHTRX: JHQAX (1000) vs JHTRX (15000000). JHTRX annual gain was more profitable for investors over the last year : 12.50 vs. JHQAX (5.57). JHTRX return over 5 years is better than : 41.51 vs. JHQAX (36.48).
| JHQAX | JHTRX | JHQAX / JHTRX | |
| Total Expense Ratio | 0.82 | 0.34 | 241% |
| Annual Report Gross Expense Ratio | 0.82 | 0.34 | 241% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -1.808 | 2.839 | -64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 2.97B | 630% |
| Annual Yield % from dividends | 0.37 | 0.81 | 46% |
| Returns for 1 year | 5.57 | 12.50 | 45% |
| Returns for 3 years | 27.70 | 42.78 | 65% |
| Returns for 5 years | 36.48 | 41.51 | 88% |
| Returns for 10 years | 131.36 | N/A | - |
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