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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: 4.07B vs. JHTAX (2.97B). 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 (11.94) and PHEFX (11.49) have marching annual gain over last year.
| 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 | 2.620 | 6.317 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 4.07B | 73% |
| Annual Yield % from dividends | 0.35 | 0.77 | 45% |
| Returns for 1 year | 11.94 | 11.49 | 104% |
| Returns for 3 years | 40.70 | N/A | - |
| Returns for 5 years | 38.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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