JHTAX
Price
$19.74
Change
+$0.09 (+0.46%)
Updated
Jan 22 closing price
Net Assets
3.18B
PHEFX
Price
$12.68
Change
+$0.05 (+0.40%)
Updated
Jan 22 closing price
Net Assets
3.79B
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JHTAX vs PHEFX

Header iconJHTAX vs PHEFX Comparison
Open Charts JHTAX vs PHEFXBanner chart's image
JPMorgan Hedged Equity 3 A
Price$19.74
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets3.18B
T. Rowe Price Hedged Equity
Price$12.68
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets3.79B
JHTAX vs PHEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.79B vs. JHTAX (3.18B). JHTAX was incepted earlier than PHEFX: JHTAX (4 years) vs PHEFX (2 years). JHTAX is a more actively managed with annual turnover of: 48.00 vs. PHEFX (16.10). JHTAX has a lower initial minimum investment than PHEFX: JHTAX (1000) vs PHEFX (2500). PHEFX (17.54) and JHTAX (17.42) have marching annual gain over last year.
JHTAXPHEFXJHTAX / PHEFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence4 years2 years-
Gain YTD2.4392.184112%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets3.18B3.79B84%
Annual Yield % from dividends0.63N/A-
Returns for 1 year17.4217.5499%
Returns for 3 years23.36N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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