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JHTAX vs MRIEX
JHTAX vs MRIEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.09B vs. MRIEX (35.7M). MRIEX pays higher dividends than JHTAX: MRIEX (0.70) vs JHTAX (0.45). JHTAX was incepted earlier than MRIEX: JHTAX (4 years) vs MRIEX (12 years). MRIEX (1.46) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. MRIEX (33.00). JHTAX has a lower initial minimum investment than MRIEX: JHTAX (1000) vs MRIEX (2500). JHTAX annual gain was more profitable for investors over the last year : 7.30 vs. MRIEX (-2.84).
| JHTAX | MRIEX | JHTAX / MRIEX | |
| Total Expense Ratio | 0.85 | 1.28 | 66% |
| Annual Report Gross Expense Ratio | 0.85 | 1.46 | 58% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 2.789 | 5.793 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 35.7M | 8,667% |
| Annual Yield % from dividends | 0.45 | 0.70 | 64% |
| Returns for 1 year | 7.30 | -2.84 | -257% |
| Returns for 3 years | 38.74 | 13.11 | 295% |
| Returns for 5 years | N/A | -9.32 | - |
| Returns for 10 years | N/A | 11.23 | - |
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