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JHQPX vs JHTRX
JHQPX vs JHTRX Comparison
Open Charts JHQPX vs JHTRX
JHQPX vs JHTRX Comparison Chart in %
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JHQPX vs. JHTRX commentary
Aug 03, 2026
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 JHQPX is a Buy and JHTRX is a Hold.
FUNDAMENTALS
Fundamentals
JHQPX has more cash in the bank: 18.3B vs. JHTRX (3.22B). JHTRX pays higher dividends than JHQPX: JHTRX (0.77) vs JHQPX (0.69). JHQPX was incepted earlier than JHTRX: JHQPX (13 years) vs JHTRX (5 years). JHQPX (0.43) is less costly to investors than JHTRX (0.34). JHTRX is a more actively managed with annual turnover of: 44.00 vs. JHQPX (20.00). JHQPX has a lower initial minimum investment than JHTRX: JHQPX (0) vs JHTRX (15000000). JHTRX annual gain was more profitable for investors over the last year : 9.21 vs. JHQPX (4.89). JHTRX (39.34) and JHQPX (38.25) have equivalent 5 years return.
| JHQPX | JHTRX | JHQPX / JHTRX | |
| Total Expense Ratio | 0.43 | 0.34 | 126% |
| Annual Report Gross Expense Ratio | 0.43 | 0.34 | 126% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -0.618 | 3.097 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 3.22B | 568% |
| Annual Yield % from dividends | 0.69 | 0.77 | 90% |
| Returns for 1 year | 4.89 | 9.21 | 53% |
| Returns for 3 years | 27.37 | 40.10 | 68% |
| Returns for 5 years | 38.25 | 39.34 | 97% |
| Returns for 10 years | 131.35 | N/A | - |
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