| JHTAX | PHEFX | JHTAX / PHEFX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.84 | 0.90 | 93% |
| Fund Existence | 6 years | 3 years | - |
| Gain YTD | 3.895 | 6.703 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 4B | 81% |
| Annual Yield % from dividends | 0.28 | 0.77 | 37% |
| Returns for 1 year | 7.31 | 3.74 | 195% |
| Returns for 3 years | 38.80 | 40.36 | 96% |
| Returns for 5 years | 37.97 | N/A | - |
| Returns for 10 years | N/A | N/A | - |