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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: 20.9B vs. PHEIX (3.65B). PHEIX pays higher dividends than JHQRX: PHEIX (1.30) vs JHQRX (1.01). 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 (7.91) and PHEIX (7.70) 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 | 11 years | 2 years | - |
| Gain YTD | -1.082 | 1.452 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 3.65B | 573% |
| Annual Yield % from dividends | 1.01 | 1.30 | 78% |
| Returns for 1 year | 7.91 | 7.70 | 103% |
| Returns for 3 years | 36.85 | N/A | - |
| Returns for 5 years | 56.63 | N/A | - |
| Returns for 10 years | 115.21 | N/A | - |
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