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JHQAX vs SDRCX
JHQAX vs SDRCX Comparison Chart in %
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JHQAX vs. SDRCX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 21.3B vs. SDRCX (641M). JHQAX pays higher dividends than SDRCX: JHQAX (0.50) 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 : 8.58 vs. SDRCX (1.65). JHQAX return over 5 years is better than : 53.56 vs. SDRCX (13.95).
| JHQAX | SDRCX | JHQAX / SDRCX | |
| Total Expense Ratio | 0.83 | 2.27 | 37% |
| Annual Report Gross Expense Ratio | 0.83 | 2.27 | 37% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 1.726 | 3.195 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 641M | 3,323% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 8.58 | 1.65 | 522% |
| Returns for 3 years | 35.63 | 3.80 | 938% |
| Returns for 5 years | 53.56 | 13.95 | 384% |
| Returns for 10 years | 114.78 | 21.37 | 537% |
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