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JHQRX vs PHEIX
JHQRX vs PHEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 20.5B vs. PHEIX (3.65B). PHEIX pays higher dividends than JHQRX: PHEIX (1.35) vs JHQRX (1.05). JHQRX was incepted earlier than PHEIX: JHQRX (11 years) vs PHEIX (2 years). PHEIX (0.47) is less costly to investors than JHQRX (0.33). PHEIX is a more actively managed with annual turnover of: 40.70 vs. JHQRX (37.00). PHEIX has a lower initial minimum investment than JHQRX: PHEIX (500000) vs JHQRX (15000000). JHQRX annual gain was more profitable for investors over the last year : 7.16 vs. PHEIX (6.53).
| JHQRX | PHEIX | JHQRX / PHEIX | |
| Total Expense Ratio | 0.33 | 0.47 | 70% |
| Annual Report Gross Expense Ratio | 0.33 | 0.47 | 70% |
| Fund Existence | 11 years | 2 years | - |
| Gain YTD | -4.010 | -1.855 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 3.65B | 562% |
| Annual Yield % from dividends | 1.05 | 1.35 | 78% |
| Returns for 1 year | 7.16 | 6.53 | 110% |
| Returns for 3 years | 33.94 | N/A | - |
| Returns for 5 years | 56.20 | N/A | - |
| Returns for 10 years | 107.72 | N/A | - |
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