JHTAX
Price
$19.80
Change
-$0.05 (-0.25%)
Updated
Aug 5 closing price
Net Assets
2.82B
PHEIX
Price
$13.05
Change
-$0.06 (-0.46%)
Updated
Aug 5 closing price
Net Assets
3.8B
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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$19.80
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets2.82B
T. Rowe Price Hedged Equity I
Price$13.05
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets3.8B
JHTAX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEIX has more cash in the bank: 3.8B vs. JHTAX (2.82B). PHEIX pays higher dividends than JHTAX: PHEIX (1.24) vs JHTAX (0.44). JHTAX was incepted earlier than PHEIX: JHTAX (4 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 : 13.29 vs. JHTAX (12.41).
JHTAXPHEIXJHTAX / PHEIX
Total Expense Ratio0.850.47181%
Annual Report Gross Expense Ratio0.850.47181%
Fund Existence4 years2 years-
Gain YTD3.2055.72656%
Front Load5%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.82B3.8B74%
Annual Yield % from dividends0.441.2436%
Returns for 1 year12.4113.2993%
Returns for 3 years33.49N/A-
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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