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JHTAX vs PHEFX
JHTAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.72B vs. JHTAX (3.28B). PHEFX pays higher dividends than JHTAX: PHEFX (1.18) vs JHTAX (0.47). JHTAX was incepted earlier than PHEFX: JHTAX (4 years) vs PHEFX (2 years). PHEFX (0.99) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. PHEFX (40.70). JHTAX has a lower initial minimum investment than PHEFX: JHTAX (1000) vs PHEFX (2500). JHTAX (7.05) and PHEFX (6.95) have marching annual gain over last year.
| JHTAX | PHEFX | JHTAX / PHEFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.85 | 0.99 | 86% |
| Fund Existence | 4 years | 2 years | - |
| Gain YTD | 1.385 | 3.155 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 3.72B | 88% |
| Annual Yield % from dividends | 0.47 | 1.18 | 40% |
| Returns for 1 year | 7.05 | 6.95 | 101% |
| Returns for 3 years | 37.60 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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