Interact to see
Advertisement
Advertisement
JHTAX vs PHSWX
JHTAX vs PHSWX Comparison
Open Charts 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: 3.24B vs. PHSWX (13.1M). PHSWX pays higher dividends than JHTAX: PHSWX (0.47) 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 : 10.78 vs. JHTAX (9.79). JHTAX return over 5 years is better than : 37.36 vs. PHSWX (16.43).
| 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 | 3.370 | 4.825 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 13.1M | 24,702% |
| Annual Yield % from dividends | 0.29 | 0.47 | 62% |
| Returns for 1 year | 9.79 | 10.78 | 91% |
| Returns for 3 years | 39.59 | 30.38 | 130% |
| Returns for 5 years | 37.36 | 16.43 | 227% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LAFYX | 22.75 | N/A | N/A |
| Lord Abbett Affiliated I | |||
| BAFHX | 18.00 | N/A | N/A |
| Brown Advisory WMC Strat Eurp Eq Instl | |||
| TRXIX | 13.43 | N/A | N/A |
| Catalyst/MAP Global Balanced I | |||
| DFMLX | 35.27 | -0.02 | -0.06% |
| DF Dent Midcap Growth Institutional Plus | |||
| PXINX | 13.56 | -0.12 | -0.88% |
| Impax International Sust Econ Inv | |||