Interact to see
Advertisement
Advertisement
JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.95B vs. PHSWX (7.63M). PHSWX pays higher dividends than JHTAX: PHSWX (0.98) vs JHTAX (0.45). 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 : 13.09 vs. JHTAX (6.90).
| 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 | 2.633 | 14.550 | 18% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 7.63M | 38,662% |
| Annual Yield % from dividends | 0.45 | 0.98 | 46% |
| Returns for 1 year | 6.90 | 13.09 | 53% |
| Returns for 3 years | 38.53 | 12.87 | 299% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement