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JHTAX vs WRAAX
JHTAX vs WRAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.78B vs. WRAAX (231M). WRAAX pays higher dividends than JHTAX: WRAAX (1.37) vs JHTAX (0.48). JHTAX was incepted earlier than WRAAX: JHTAX (5 years) vs WRAAX (14 years). WRAAX (2.01) is less costly to investors than JHTAX (0.85). WRAAX is a more actively managed with annual turnover of: 82.00 vs. JHTAX (56.00). WRAAX (6%) and JHTAX (5%) have equivalent initial investment costs. JHTAX (1000) and WRAAX (1000) have matching initial minimum investment requirements. WRAAX annual gain was more profitable for investors over the last year : 5.82 vs. JHTAX (5.14).
| JHTAX | WRAAX | JHTAX / WRAAX | |
| Total Expense Ratio | 0.85 | 1.50 | 57% |
| Annual Report Gross Expense Ratio | 0.85 | 2.01 | 42% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 6.159 | 6.822 | 90% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 231M | 1,202% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | 5.14 | 5.82 | 88% |
| Returns for 3 years | 44.28 | 24.95 | 177% |
| Returns for 5 years | N/A | 25.30 | - |
| Returns for 10 years | N/A | 47.24 | - |
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