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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 (3.81B). PHEFX pays higher dividends than JHQRX: PHEFX (1.13) vs JHQRX (0.98). 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). PHEFX annual gain was more profitable for investors over the last year : 9.14 vs. JHQRX (8.63).
| 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 | 3.874 | 7.362 | 53% |
| 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 | 3.81B | 559% |
| Annual Yield % from dividends | 0.98 | 1.13 | 87% |
| Returns for 1 year | 8.63 | 9.14 | 95% |
| Returns for 3 years | 39.44 | N/A | - |
| Returns for 5 years | 55.78 | N/A | - |
| Returns for 10 years | 134.71 | N/A | - |
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