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JHTAX vs OASDX
JHTAX vs OASDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.76B vs. OASDX (72.6M). OASDX pays higher dividends than JHTAX: OASDX (1.69) vs JHTAX (0.48). JHTAX was incepted earlier than OASDX: JHTAX (5 years) vs OASDX (9 years). OASDX (1.58) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. OASDX (6.00). JHTAX has a lower initial minimum investment than OASDX: JHTAX (1000) vs OASDX (25000). JHTAX annual gain was more profitable for investors over the last year : 5.24 vs. OASDX (-0.94).
| JHTAX | OASDX | JHTAX / OASDX | |
| Total Expense Ratio | 0.85 | 1.58 | 54% |
| Annual Report Gross Expense Ratio | 0.85 | 1.58 | 54% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 6.472 | 8.603 | 75% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 72.6M | 3,802% |
| Annual Yield % from dividends | 0.48 | 1.69 | 28% |
| Returns for 1 year | 5.24 | -0.94 | -559% |
| Returns for 3 years | 44.71 | 24.98 | 179% |
| Returns for 5 years | N/A | 21.98 | - |
| Returns for 10 years | N/A | N/A | - |