JHTAX has more cash in the bank: 3.28B vs. PHSWX (14.4M). PHSWX pays higher dividends than JHTAX: PHSWX (0.46) vs JHTAX (0.29). JHTAX was incepted earlier than PHSWX: JHTAX (5 years) vs PHSWX (6 years). PHSWX (2.75) is less costly to investors than JHTAX (0.84). JHTAX is a more actively managed with annual turnover of: 44.00 vs. PHSWX (28.51). JHTAX (1000) and PHSWX (1000) have matching initial minimum investment requirements. PHSWX annual gain was more profitable for investors over the last year : 21.07 vs. JHTAX (9.71). JHTAX return over 5 years is better than : 38.02 vs. PHSWX (25.98).

	JHTAX	PHSWX	JHTAX / PHSWX
Total Expense Ratio	0.84	2.26	37%
Annual Report Gross Expense Ratio	0.84	2.75	31%
Fund Existence	5 years	6 years	-
Gain YTD	4.707	14.097	33%
Front Load	5%	N/A	-
Min. Initial Investment	1000	1000	100%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	3.28B	14.4M	22,764%
Annual Yield % from dividends	0.29	0.46	63%
Returns for 1 year	9.71	21.07	46%
Returns for 3 years	40.59	45.05	90%
Returns for 5 years	38.02	25.98	146%
Returns for 10 years	N/A	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

STOCK / NAME	Price $	Chg $	Chg %
		1 Day
ABAT	2.57	0.24	+10.30%
American Battery Technology Company
MCRP	1.24	0.03	+2.48%
Micropolis AI Robotics
WAL	79.67	0.52	+0.66%
Western Alliance Bancorporation
DCOM	40.43	0.13	+0.32%
Dime Commercial Bancshares, Inc.
MBINM	25.52	-0.02	-0.10%
Merchants Bancorp