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JHTAX vs PHEFX
JHTAX vs PHEFX Comparison
Open Charts JHTAX vs PHEFX
JHTAX vs PHEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEFX has more cash in the bank: 4.14B vs. JHTAX (2.73B). PHEFX pays higher dividends than JHTAX: PHEFX (0.77) vs JHTAX (0.35). JHTAX was incepted earlier than PHEFX: JHTAX (5 years) vs PHEFX (3 years). PHEFX (0.90) is less costly to investors than JHTAX (0.84). PHEFX is a more actively managed with annual turnover of: 54.50 vs. JHTAX (44.00). JHTAX has a lower initial minimum investment than PHEFX: JHTAX (1000) vs PHEFX (2500). JHTAX annual gain was more profitable for investors over the last year : 13.66 vs. PHEFX (12.46).
| JHTAX | PHEFX | JHTAX / PHEFX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.84 | 0.90 | 93% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 3.384 | 7.242 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 4.14B | 66% |
| Annual Yield % from dividends | 0.35 | 0.77 | 45% |
| Returns for 1 year | 13.66 | 12.46 | 110% |
| Returns for 3 years | 43.22 | N/A | - |
| Returns for 5 years | 40.89 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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