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JHQRX vs PHEFX
JHQRX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.3B vs. PHEFX (3.8B). PHEFX pays higher dividends than JHQRX: PHEFX (1.14) vs JHQRX (0.99). JHQRX was incepted earlier than PHEFX: JHQRX (12 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 (7.30) and PHEFX (6.94) have marching annual gain over last year.
| JHQRX | PHEFX | JHQRX / PHEFX | |
| Total Expense Ratio | 0.33 | 0.75 | 44% |
| Annual Report Gross Expense Ratio | 0.33 | 0.99 | 33% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 1.726 | 4.693 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 2500 | 600,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 3.8B | 560% |
| Annual Yield % from dividends | 0.99 | 1.14 | 87% |
| Returns for 1 year | 7.30 | 6.94 | 105% |
| Returns for 3 years | 40.44 | N/A | - |
| Returns for 5 years | 57.76 | N/A | - |
| Returns for 10 years | 120.53 | N/A | - |
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