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JHQRX vs JHTRX
JHQRX vs JHTRX Comparison
Open Charts JHQRX vs JHTRX
JHQRX vs JHTRX Comparison Chart in %
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JHQRX 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 JHQRX is a Buy and JHTRX is a Hold.
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 18.3B vs. JHTRX (3.22B). JHQRX (0.81) and JHTRX (0.77) have matching dividends . JHQRX was incepted earlier than JHTRX: JHQRX (13 years) vs JHTRX (5 years). JHTRX (0.34) is less costly to investors than JHQRX (0.32). JHTRX is a more actively managed with annual turnover of: 44.00 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 : 9.21 vs. JHQRX (5.01). JHTRX (39.34) and JHQRX (38.83) have equivalent 5 years return.
| JHQRX | JHTRX | JHQRX / JHTRX | |
| Total Expense Ratio | 0.32 | 0.34 | 94% |
| Annual Report Gross Expense Ratio | 0.32 | 0.34 | 94% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -0.561 | 3.097 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 15000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 3.22B | 568% |
| Annual Yield % from dividends | 0.81 | 0.77 | 105% |
| Returns for 1 year | 5.01 | 9.21 | 54% |
| Returns for 3 years | 27.82 | 40.10 | 69% |
| Returns for 5 years | 38.83 | 39.34 | 99% |
| Returns for 10 years | 133.19 | N/A | - |
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