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JHQRX vs PHSWX
JHQRX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHQRX has more cash in the bank: 19.9B vs. PHSWX (7.05M). JHQRX (1.05) and PHSWX (1.04) have matching dividends . JHQRX was incepted earlier than PHSWX: JHQRX (11 years) vs PHSWX (4 years). PHSWX (3.09) is less costly to investors than JHQRX (0.33). JHQRX is a more actively managed with annual turnover of: 37.00 vs. PHSWX (32.68). PHSWX has a lower initial minimum investment than JHQRX: PHSWX (1000) vs JHQRX (15000000). PHSWX annual gain was more profitable for investors over the last year : 12.32 vs. JHQRX (5.96).
| JHQRX | PHSWX | JHQRX / PHSWX | |
| Total Expense Ratio | 0.33 | 1.17 | 28% |
| Annual Report Gross Expense Ratio | 0.33 | 3.09 | 11% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | -7.300 | 11.201 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 7.05M | 282,149% |
| Annual Yield % from dividends | 1.05 | 1.04 | 100% |
| Returns for 1 year | 5.96 | 12.32 | 48% |
| Returns for 3 years | 25.53 | 1.68 | 1,523% |
| Returns for 5 years | 52.35 | N/A | - |
| Returns for 10 years | 101.80 | N/A | - |
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