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JHTAX vs PHEIX
JHTAX vs PHEIX Comparison
Open Charts JHTAX vs PHEIX
JHTAX vs PHEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PHEIX has more cash in the bank: 4.01B vs. JHTAX (3.22B). PHEIX pays higher dividends than JHTAX: PHEIX (0.87) vs JHTAX (0.29). JHTAX was incepted earlier than PHEIX: JHTAX (5 years) vs PHEIX (3 years). JHTAX (0.84) is less costly to investors than PHEIX (0.49). PHEIX is a more actively managed with annual turnover of: 54.50 vs. JHTAX (44.00). JHTAX has a lower initial minimum investment than PHEIX: JHTAX (1000) vs PHEIX (500000). JHTAX annual gain was more profitable for investors over the last year : 8.63 vs. PHEIX (6.62).
| JHTAX | PHEIX | JHTAX / PHEIX | |
| Total Expense Ratio | 0.84 | 0.49 | 171% |
| Annual Report Gross Expense Ratio | 0.84 | 0.49 | 171% |
| Fund Existence | 5 years | 3 years | - |
| Gain YTD | 2.797 | 6.058 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 4.01B | 80% |
| Annual Yield % from dividends | 0.29 | 0.87 | 33% |
| Returns for 1 year | 8.63 | 6.62 | 130% |
| Returns for 3 years | 37.94 | 38.56 | 98% |
| Returns for 5 years | 36.34 | N/A | - |
| Returns for 10 years | N/A | N/A | - |