JHQPX
Price
$33.35
Change
-$0.35 (-1.04%)
Updated
Aug 1 closing price
Net Assets
21.26B
SDRCX
Price
$14.08
Change
-$0.13 (-0.91%)
Updated
Aug 1 closing price
Net Assets
640.55M
Interact to see
Advertisement

JHQPX vs SDRCX

Header iconJHQPX vs SDRCX Comparison
Open Charts JHQPX vs SDRCXBanner chart's image
JPMorgan Hedged Equity R5
Price$33.35
Change-$0.35 (-1.04%)
VolumeN/A
Net Assets21.26B
Swan Defined Risk C
Price$14.08
Change-$0.13 (-0.91%)
VolumeN/A
Net Assets640.55M
JHQPX vs SDRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JHQPX 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 JHQPX is a Buy and SDRCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JHQPX has more cash in the bank: 21.3B vs. SDRCX (641M). JHQPX pays higher dividends than SDRCX: JHQPX (0.86) vs SDRCX (0.00). JHQPX was incepted earlier than SDRCX: JHQPX (12 years) vs SDRCX (13 years). SDRCX (2.27) is less costly to investors than JHQPX (0.43). JHQPX is a more actively managed with annual turnover of: 37.00 vs. SDRCX (12.00). JHQPX has a lower initial minimum investment than SDRCX: JHQPX (0) vs SDRCX (2500). JHQPX annual gain was more profitable for investors over the last year : 9.01 vs. SDRCX (1.65). JHQPX return over 5 years is better than : 56.09 vs. SDRCX (13.95).
JHQPXSDRCXJHQPX / SDRCX
Total Expense Ratio0.432.2719%
Annual Report Gross Expense Ratio0.432.2719%
Fund Existence12 years13 years-
Gain YTD1.9663.19562%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets21.3B641M3,323%
Annual Yield % from dividends0.860.00-
Returns for 1 year9.011.65548%
Returns for 3 years37.013.80974%
Returns for 5 years56.0913.95402%
Returns for 10 years121.4921.37569%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TUSI25.340.03
+0.12%
Touchstone Ultra Short Income ETF
DFSI38.730.04
+0.10%
Dimensional International Sstby Cr 1 ETF
WEEL19.58-0.17
-0.87%
Peerless Option Income Wheel ETF
MTUM238.78-2.51
-1.04%
iShares MSCI USA Momentum Factor ETF
GAMR88.19-1.36
-1.52%
Amplify Video Game Leaders ETF