JHTAX
Price
$21.52
Change
+$0.12 (+0.56%)
Updated
Jul 31 closing price
Net Assets
3.22B
PHSWX
Price
$11.19
Change
-$0.11 (-0.97%)
Updated
Jul 31 closing price
Net Assets
13.12M
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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: 3.22B vs. PHSWX (13.1M). 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 : 15.92 vs. JHTAX (8.63). JHTAX return over 5 years is better than : 36.34 vs. PHSWX (17.93).
JHTAXPHSWXJHTAX / PHSWX
Total Expense Ratio0.842.2637%
Annual Report Gross Expense Ratio0.842.7531%
Fund Existence5 years6 years-
Gain YTD2.7975.86648%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.22B13.1M24,611%
Annual Yield % from dividends0.290.4663%
Returns for 1 year8.6315.9254%
Returns for 3 years37.9429.91127%
Returns for 5 years36.3417.93203%
Returns for 10 yearsN/AN/A-
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