| 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 | 4.707 | 7.935 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 4.05B | 81% |
| Annual Yield % from dividends | 0.29 | 0.78 | 37% |
| Returns for 1 year | 9.71 | 7.83 | 124% |
| Returns for 3 years | 40.59 | 43.97 | 92% |
| Returns for 5 years | 38.02 | N/A | - |
| Returns for 10 years | N/A | N/A | - |