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JHQRX vs PHEIX
JHQRX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.2B vs. PHEIX (3.8B). PHEIX pays higher dividends than JHQRX: PHEIX (1.26) vs JHQRX (0.99). JHQRX was incepted earlier than PHEIX: JHQRX (12 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). PHEIX (6.53) and JHQRX (6.25) have marching annual gain over last year.
| JHQRX | PHEIX | JHQRX / PHEIX | |
| Total Expense Ratio | 0.33 | 0.47 | 70% |
| Annual Report Gross Expense Ratio | 0.33 | 0.47 | 70% |
| Fund Existence | 12 years | 2 years | - |
| Gain YTD | 1.181 | 4.597 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 3.8B | 557% |
| Annual Yield % from dividends | 0.99 | 1.26 | 79% |
| Returns for 1 year | 6.25 | 6.53 | 96% |
| Returns for 3 years | 39.75 | N/A | - |
| Returns for 5 years | 57.77 | N/A | - |
| Returns for 10 years | 121.19 | N/A | - |
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