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JHQAX vs PHEFX
JHQAX vs PHEFX Comparison
Open Charts JHQAX vs PHEFX
JHQAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 18.7B vs. PHEFX (4.07B). PHEFX pays higher dividends than JHQAX: PHEFX (0.77) vs JHQAX (0.37). JHQAX was incepted earlier than PHEFX: JHQAX (13 years) vs PHEFX (3 years). PHEFX (0.90) is less costly to investors than JHQAX (0.82). PHEFX is a more actively managed with annual turnover of: 54.50 vs. JHQAX (20.00). JHQAX has a lower initial minimum investment than PHEFX: JHQAX (1000) vs PHEFX (2500). PHEFX annual gain was more profitable for investors over the last year : 11.49 vs. JHQAX (5.57).
| JHQAX | PHEFX | JHQAX / PHEFX | |
| Total Expense Ratio | 0.82 | 0.75 | 109% |
| Annual Report Gross Expense Ratio | 0.82 | 0.90 | 91% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | -1.808 | 6.317 | -29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 4.07B | 460% |
| Annual Yield % from dividends | 0.37 | 0.77 | 48% |
| Returns for 1 year | 5.57 | 11.49 | 48% |
| Returns for 3 years | 27.70 | N/A | - |
| Returns for 5 years | 36.48 | N/A | - |
| Returns for 10 years | 131.36 | N/A | - |
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