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JHQAX vs WRAAX
JHQAX vs WRAAX Comparison Chart
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JHQAX vs. WRAAX commentary
May 23, 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 WRAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHQAX has more cash in the bank: 20.9B vs. WRAAX (246M). WRAAX pays higher dividends than JHQAX: WRAAX (1.42) vs JHQAX (0.55). JHQAX was incepted earlier than WRAAX: JHQAX (11 years) vs WRAAX (13 years). WRAAX (1.92) is less costly to investors than JHQAX (0.83). WRAAX is a more actively managed with annual turnover of: 43.00 vs. JHQAX (37.00). WRAAX (6%) and JHQAX (5%) have equivalent initial investment costs. JHQAX (1000) and WRAAX (1000) have matching initial minimum investment requirements. WRAAX (7.93) and JHQAX (7.75) have marching annual gain over last year. JHQAX return over 5 years is better than : 54.37 vs. WRAAX (32.41).
| JHQAX | WRAAX | JHQAX / WRAAX | |
| Total Expense Ratio | 0.83 | 1.50 | 55% |
| Annual Report Gross Expense Ratio | 0.83 | 1.92 | 43% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -1.728 | 4.419 | -39% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 246M | 8,496% |
| Annual Yield % from dividends | 0.55 | 1.42 | 38% |
| Returns for 1 year | 7.75 | 7.93 | 98% |
| Returns for 3 years | 36.86 | 23.09 | 160% |
| Returns for 5 years | 54.37 | 32.41 | 168% |
| Returns for 10 years | 105.01 | 38.57 | 272% |
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