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JHTAX vs PHEFX
JHTAX vs PHEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 3.77B vs. JHTAX (2.98B). JHTAX was incepted earlier than PHEFX: JHTAX (4 years) vs PHEFX (1 year). 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 annual gain was more profitable for investors over the last year : 25.13 vs. JHTAX (21.38).
| JHTAX | PHEFX | JHTAX / PHEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 1 year | - |
| Gain YTD | 18.089 | 20.244 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 3.77B | 79% |
| Annual Yield % from dividends | 0.63 | N/A | - |
| Returns for 1 year | 21.38 | 25.13 | 85% |
| Returns for 3 years | 18.38 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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