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JHTAX vs PHSWX
JHTAX vs PHSWX Comparison
Open Charts JHTAX vs PHSWX
JHTAX vs PHSWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.97B vs. PHSWX (13.1M). PHSWX pays higher dividends than JHTAX: PHSWX (0.46) vs JHTAX (0.35). JHTAX was incepted earlier than PHSWX: JHTAX (5 years) vs PHSWX (5 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 : 13.25 vs. JHTAX (11.94). JHTAX return over 5 years is better than : 38.53 vs. PHSWX (16.19).
| 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 | 5 years | - |
| Gain YTD | 2.620 | 4.920 | 53% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 13.1M | 22,649% |
| Annual Yield % from dividends | 0.35 | 0.46 | 76% |
| Returns for 1 year | 11.94 | 13.25 | 90% |
| Returns for 3 years | 40.70 | 33.84 | 120% |
| Returns for 5 years | 38.53 | 16.19 | 238% |
| Returns for 10 years | N/A | N/A | - |
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