JHTAX
Price
$20.10
Change
-$0.01 (-0.05%)
Updated
Aug 28 closing price
Net Assets
2.82B
PHEIX
Price
$13.36
Change
+$0.03 (+0.23%)
Updated
Aug 28 closing price
Net Assets
3.81B
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JHTAX vs PHEIX

Header iconJHTAX vs PHEIX Comparison
Open Charts JHTAX vs PHEIXBanner chart's image
JPMorgan Hedged Equity 3 A
Price$20.10
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets2.82B
T. Rowe Price Hedged Equity I
Price$13.36
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets3.81B
JHTAX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEIX has more cash in the bank: 3.81B vs. JHTAX (2.82B). PHEIX pays higher dividends than JHTAX: PHEIX (1.24) vs JHTAX (0.44). JHTAX was incepted earlier than PHEIX: JHTAX (5 years) vs PHEIX (2 years). JHTAX (0.85) is less costly to investors than PHEIX (0.47). JHTAX is a more actively managed with annual turnover of: 56.00 vs. PHEIX (40.70). JHTAX has a lower initial minimum investment than PHEIX: JHTAX (1000) vs PHEIX (500000). PHEIX annual gain was more profitable for investors over the last year : 9.49 vs. JHTAX (7.86).
JHTAXPHEIXJHTAX / PHEIX
Total Expense Ratio0.850.47181%
Annual Report Gross Expense Ratio0.850.47181%
Fund Existence5 years2 years-
Gain YTD4.5577.50061%
Front Load5%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.82B3.81B74%
Annual Yield % from dividends0.441.2436%
Returns for 1 year7.869.4983%
Returns for 3 years39.39N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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