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JHQRX vs PHEFX
JHQRX vs PHEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.8B vs. PHEFX (3.65B). PHEFX pays higher dividends than JHQRX: PHEFX (1.18) vs JHQRX (1.01). JHQRX was incepted earlier than PHEFX: JHQRX (11 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHQRX (0.33). PHEFX is a more actively managed with annual turnover of: 40.70 vs. JHQRX (37.00). PHEFX has a lower initial minimum investment than JHQRX: PHEFX (2500) vs JHQRX (15000000). JHQRX annual gain was more profitable for investors over the last year : 7.84 vs. PHEFX (6.98).
| JHQRX | PHEFX | JHQRX / PHEFX | |
| Total Expense Ratio | 0.33 | 0.75 | 44% |
| Annual Report Gross Expense Ratio | 0.33 | 0.99 | 33% |
| Fund Existence | 11 years | 2 years | - |
| Gain YTD | -1.142 | 1.052 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 3.65B | 571% |
| Annual Yield % from dividends | 1.01 | 1.18 | 86% |
| Returns for 1 year | 7.84 | 6.98 | 112% |
| Returns for 3 years | 36.43 | N/A | - |
| Returns for 5 years | 56.54 | N/A | - |
| Returns for 10 years | 115.08 | N/A | - |
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