Interact to see
Advertisement
Advertisement
JHQRX vs PHEIX
JHQRX vs PHEIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 21.2B vs. PHEIX (3.8B). PHEIX pays higher dividends than JHQRX: PHEIX (1.24) vs JHQRX (0.98). 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 annual gain was more profitable for investors over the last year : 13.29 vs. JHQRX (12.02).
| 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 | 1.847 | 5.726 | 32% |
| 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 | 0.98 | 1.24 | 79% |
| Returns for 1 year | 12.02 | 13.29 | 90% |
| Returns for 3 years | 36.08 | N/A | - |
| Returns for 5 years | 55.03 | N/A | - |
| Returns for 10 years | 123.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLOW | 28.41 | N/A | N/A |
| VictoryShares WestEnd Global Equity ETF | |||
| EUSB | 43.55 | -0.01 | -0.01% |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF | |||
| NDIA | 29.01 | -0.05 | -0.18% |
| Global X India Active ETF | |||
| IWV | 356.93 | -1.88 | -0.52% |
| iShares Russell 3000 ETF | |||
| BCHG | 4.13 | -0.09 | -2.23% |
| Grayscale Bitcoin Cash Trust (BCH) | |||