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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: 2.81B vs. STTIX (23.2M). STTIX pays higher dividends than JHTAX: STTIX (4.84) vs JHTAX (0.44). JHTAX was incepted earlier than STTIX: JHTAX (4 years) vs STTIX (13 years). STTIX (1.23) is less costly to investors than JHTAX (0.85). JHTAX is a more actively managed with annual turnover of: 56.00 vs. STTIX (4.00). JHTAX (1000) and STTIX (1000) have matching initial minimum investment requirements. JHTAX annual gain was more profitable for investors over the last year : 9.63 vs. STTIX (-7.27).
| JHTAX | STTIX | JHTAX / STTIX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 1.23 | 69% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | 2.581 | 4.935 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 23.2M | 12,099% |
| Annual Yield % from dividends | 0.44 | 4.84 | 9% |
| Returns for 1 year | 9.63 | -7.27 | -132% |
| Returns for 3 years | 32.69 | -6.89 | -474% |
| Returns for 5 years | N/A | -8.69 | - |
| Returns for 10 years | N/A | -0.29 | - |
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