JHQAX
Price
$33.27
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
21.28B
SDRCX
Price
$14.18
Change
+$0.05 (+0.35%)
Updated
Jul 3 closing price
Net Assets
646.58M
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JHQAX vs SDRCX

Header iconJHQAX vs SDRCX Comparison
Open Charts JHQAX vs SDRCXBanner chart's image
JPMorgan Hedged Equity A
Price$33.27
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets21.28B
Swan Defined Risk C
Price$14.18
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets646.58M
JHQAX vs SDRCX Comparison Chart in %
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JHQAX vs. SDRCX commentary
Jul 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 SDRCX is a Buy.

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FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.3B vs. SDRCX (647M). JHQAX pays higher dividends than SDRCX: JHQAX (0.51) vs SDRCX (0.00). JHQAX was incepted earlier than SDRCX: JHQAX (12 years) vs SDRCX (13 years). SDRCX (2.27) is less costly to investors than JHQAX (0.83). JHQAX is a more actively managed with annual turnover of: 37.00 vs. SDRCX (12.00). JHQAX has a lower initial minimum investment than SDRCX: JHQAX (1000) vs SDRCX (2500). JHQAX annual gain was more profitable for investors over the last year : 6.87 vs. SDRCX (-0.21). JHQAX return over 5 years is better than : 55.66 vs. SDRCX (15.94).
JHQAXSDRCXJHQAX / SDRCX
Total Expense Ratio0.832.2737%
Annual Report Gross Expense Ratio0.832.2737%
Fund Existence12 years13 years-
Gain YTD0.9982.97734%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B647M3,292%
Annual Yield % from dividends0.510.00-
Returns for 1 year6.87-0.21-3,256%
Returns for 3 years38.876.06642%
Returns for 5 years55.6615.94349%
Returns for 10 years114.4121.94522%
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