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JHQRX vs JHTRX
JHQRX vs JHTRX Comparison Chart in %
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JHQRX vs. JHTRX commentary
Nov 20, 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 JHQRX is a Hold and JHTRX is a Hold.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.1B vs. JHTRX (2.78B). JHQRX (0.97) and JHTRX (0.93) have matching dividends . JHQRX was incepted earlier than JHTRX: JHQRX (12 years) vs JHTRX (5 years). JHTRX (0.34) and JHQRX (0.33) have similar cost to investors . JHTRX is a more actively managed with annual turnover of: 56.00 vs. JHQRX (20.00). JHQRX (15000000) and JHTRX (15000000) have matching initial minimum investment requirements. JHTRX annual gain was more profitable for investors over the last year : 5.69 vs. JHQRX (4.31).
| JHQRX | JHTRX | JHQRX / JHTRX | |
| Total Expense Ratio | 0.33 | 0.34 | 97% |
| Annual Report Gross Expense Ratio | 0.33 | 0.34 | 97% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 4.655 | 6.635 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 15000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 2.78B | 760% |
| Annual Yield % from dividends | 0.97 | 0.93 | 103% |
| Returns for 1 year | 4.31 | 5.69 | 76% |
| Returns for 3 years | 46.51 | 46.52 | 100% |
| Returns for 5 years | 51.87 | N/A | - |
| Returns for 10 years | 137.95 | N/A | - |
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