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JHTAX vs PHEIX
JHTAX vs PHEIX Comparison Chart
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FUNDAMENTALS
Fundamentals
PHEIX has more cash in the bank: 3.65B vs. JHTAX (3.11B). PHEIX pays higher dividends than JHTAX: PHEIX (1.35) vs JHTAX (0.49). 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 : 6.53 vs. JHTAX (5.60).
| JHTAX | PHEIX | JHTAX / PHEIX | |
| Total Expense Ratio | 0.85 | 0.47 | 181% |
| Annual Report Gross Expense Ratio | 0.85 | 0.47 | 181% |
| Fund Existence | 4 years | 2 years | - |
| Gain YTD | -3.602 | -1.855 | 194% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 3.65B | 85% |
| Annual Yield % from dividends | 0.49 | 1.35 | 36% |
| Returns for 1 year | 5.60 | 6.53 | 86% |
| Returns for 3 years | 24.85 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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