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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: 3.13B vs. OASDX (70.6M). OASDX pays higher dividends than JHTAX: OASDX (1.79) vs JHTAX (0.45). JHTAX was incepted earlier than OASDX: JHTAX (4 years) vs OASDX (8 years). OASDX (1.52) is less costly to investors than JHTAX (0.85). OASDX is a more actively managed with annual turnover of: 73.00 vs. JHTAX (56.00). 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 : 7.27 vs. OASDX (-0.10).
| JHTAX | OASDX | JHTAX / OASDX | |
| Total Expense Ratio | 0.85 | 1.52 | 56% |
| Annual Report Gross Expense Ratio | 0.85 | 1.52 | 56% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 2.373 | 4.174 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 70.6M | 4,428% |
| Annual Yield % from dividends | 0.45 | 1.79 | 25% |
| Returns for 1 year | 7.27 | -0.10 | -7,214% |
| Returns for 3 years | 37.60 | 21.15 | 178% |
| Returns for 5 years | N/A | 24.12 | - |
| Returns for 10 years | N/A | N/A | - |
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