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JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.83B vs. PHSWX (8.26M). PHSWX pays higher dividends than JHTAX: PHSWX (1.00) vs JHTAX (0.44). JHTAX was incepted earlier than PHSWX: JHTAX (4 years) vs PHSWX (5 years). PHSWX (3.05) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. PHSWX (32.68). JHTAX (1000) and PHSWX (1000) have matching initial minimum investment requirements. PHSWX annual gain was more profitable for investors over the last year : 13.25 vs. JHTAX (10.60).
| JHTAX | PHSWX | JHTAX / PHSWX | |
| Total Expense Ratio | 0.85 | 2.27 | 37% |
| Annual Report Gross Expense Ratio | 0.85 | 3.05 | 28% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 3.205 | 15.358 | 21% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 8.26M | 34,230% |
| Annual Yield % from dividends | 0.44 | 1.00 | 44% |
| Returns for 1 year | 10.60 | 13.25 | 80% |
| Returns for 3 years | 34.11 | 11.15 | 306% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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