Interact to see
Advertisement
Advertisement
JHQAX vs PHEIX
JHQAX vs PHEIX Comparison
Open Charts JHQAX vs PHEIX
JHQAX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 18.7B vs. PHEIX (4.07B). PHEIX pays higher dividends than JHQAX: PHEIX (0.86) vs JHQAX (0.37). JHQAX was incepted earlier than PHEIX: JHQAX (13 years) vs PHEIX (3 years). JHQAX (0.82) is less costly to investors than PHEIX (0.49). PHEIX is a more actively managed with annual turnover of: 54.50 vs. JHQAX (20.00). JHQAX has a lower initial minimum investment than PHEIX: JHQAX (1000) vs PHEIX (500000). PHEIX annual gain was more profitable for investors over the last year : 11.79 vs. JHQAX (5.57).
| JHQAX | PHEIX | JHQAX / PHEIX | |
| Total Expense Ratio | 0.82 | 0.49 | 167% |
| Annual Report Gross Expense Ratio | 0.82 | 0.49 | 167% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | -1.808 | 6.442 | -28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 4.07B | 460% |
| Annual Yield % from dividends | 0.37 | 0.86 | 43% |
| Returns for 1 year | 5.57 | 11.79 | 47% |
| Returns for 3 years | 27.70 | N/A | - |
| Returns for 5 years | 36.48 | N/A | - |
| Returns for 10 years | 131.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement