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JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.24B vs. PHSWX (7.3M). PHSWX pays higher dividends than JHTAX: PHSWX (0.99) vs JHTAX (0.47). JHTAX was incepted earlier than PHSWX: JHTAX (4 years) vs PHSWX (4 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 : 13.18 vs. JHTAX (6.77).
| 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 | 4 years | - |
| Gain YTD | -0.486 | 14.896 | -3% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 7.3M | 44,362% |
| Annual Yield % from dividends | 0.47 | 0.99 | 48% |
| Returns for 1 year | 6.77 | 13.18 | 51% |
| Returns for 3 years | 29.15 | 6.23 | 468% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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