JHTAX
Price
$19.27
Change
+$0.11 (+0.57%)
Updated
Jun 6 closing price
Net Assets
3.24B
PHEFX
Price
$12.56
Change
+$0.07 (+0.56%)
Updated
Jun 6 closing price
Net Assets
3.64B
Interact to see
Advertisement

JHTAX vs PHEFX

Header iconJHTAX vs PHEFX Comparison
Open Charts JHTAX vs PHEFXBanner chart's image
JPMorgan Hedged Equity 3 A
Price$19.27
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets3.24B
T. Rowe Price Hedged Equity
Price$12.56
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets3.64B
JHTAX vs PHEFX Comparison Chart
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.65B vs. JHTAX (3.24B). 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). PHEFX (6.98) and JHTAX (6.77) have marching annual gain over last year.
JHTAXPHEFXJHTAX / PHEFX
Total Expense Ratio0.850.75113%
Annual Report Gross Expense Ratio0.850.9986%
Fund Existence4 years2 years-
Gain YTD-0.4861.052-46%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets3.24B3.65B89%
Annual Yield % from dividends0.471.1840%
Returns for 1 year6.776.9897%
Returns for 3 years29.15N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SFMRX40.670.41
+1.02%
American Beacon Stephens Mid-Cap Gr R6
REMKX20.20N/A
N/A
Victory Sophus Emerging Markets R
ITYYX64.79N/A
N/A
Invesco Technology Y
YASLX10.86N/A
N/A
AMG Yacktman Special Opportunities Z
CSJAX67.75N/A
N/A
Cohen & Steers Realty Shares A