Interact to see
Advertisement
Advertisement
JHTAX vs STTIX
JHTAX vs STTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.92B vs. STTIX (23.1M). STTIX pays higher dividends than JHTAX: STTIX (5.13) vs JHTAX (0.44). JHTAX was incepted earlier than STTIX: JHTAX (5 years) vs STTIX (13 years). STTIX (1.23) 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 : 9.10 vs. STTIX (-8.70).
| JHTAX | STTIX | JHTAX / STTIX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 1.23 | 69% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 5.649 | 6.466 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 23.1M | 12,645% |
| Annual Yield % from dividends | 0.44 | 5.13 | 9% |
| Returns for 1 year | 9.10 | -8.70 | -105% |
| Returns for 3 years | 43.99 | -4.73 | -930% |
| Returns for 5 years | N/A | -6.94 | - |
| Returns for 10 years | N/A | 4.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement