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JHTAX vs STTIX
JHTAX vs STTIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.78B vs. STTIX (22.9M). STTIX pays higher dividends than JHTAX: STTIX (5.76) vs JHTAX (0.48). JHTAX was incepted earlier than STTIX: JHTAX (5 years) vs STTIX (14 years). STTIX (1.47) is less costly to investors than JHTAX (0.85). STTIX is a more actively managed with annual turnover of: 224.00 vs. JHTAX (56.00). JHTAX (1000) and STTIX (1000) have matching initial minimum investment requirements. JHTAX annual gain was more profitable for investors over the last year : 5.14 vs. STTIX (-6.90).
| JHTAX | STTIX | JHTAX / STTIX | |
| Total Expense Ratio | 0.85 | 0.59 | 144% |
| Annual Report Gross Expense Ratio | 0.85 | 1.47 | 58% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 6.159 | 7.062 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 22.9M | 12,127% |
| Annual Yield % from dividends | 0.48 | 5.76 | 8% |
| Returns for 1 year | 5.14 | -6.90 | -75% |
| Returns for 3 years | 44.28 | -3.77 | -1,175% |
| Returns for 5 years | N/A | -8.15 | - |
| Returns for 10 years | N/A | 3.77 | - |
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