Interact to see
Advertisement
Advertisement
JHQRX vs PHEIX
JHQRX vs PHEIX Comparison
Open Charts 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: 18.9B vs. PHEIX (4.14B). JHQRX (0.86) and PHEIX (0.86) have matching dividends . JHQRX was incepted earlier than PHEIX: JHQRX (12 years) vs PHEIX (3 years). PHEIX (0.49) is less costly to investors than JHQRX (0.32). PHEIX is a more actively managed with annual turnover of: 54.50 vs. JHQRX (20.00). 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 : 12.64 vs. JHQRX (7.17).
| JHQRX | PHEIX | JHQRX / PHEIX | |
| Total Expense Ratio | 0.32 | 0.49 | 65% |
| Annual Report Gross Expense Ratio | 0.32 | 0.49 | 65% |
| Fund Existence | 12 years | 3 years | - |
| Gain YTD | -1.727 | 7.592 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500000 | 3,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 4.14B | 456% |
| Annual Yield % from dividends | 0.86 | 0.86 | 100% |
| Returns for 1 year | 7.17 | 12.64 | 57% |
| Returns for 3 years | 31.28 | N/A | - |
| Returns for 5 years | 39.81 | N/A | - |
| Returns for 10 years | 133.55 | N/A | - |