Interact to see
Advertisement
Advertisement
JHTAX vs WRAAX
JHTAX vs WRAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.94B vs. WRAAX (254M). WRAAX pays higher dividends than JHTAX: WRAAX (1.36) vs JHTAX (0.44). JHTAX was incepted earlier than WRAAX: JHTAX (5 years) vs WRAAX (14 years). WRAAX (1.92) 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. JHTAX annual gain was more profitable for investors over the last year : 8.75 vs. WRAAX (7.23).
| JHTAX | WRAAX | JHTAX / WRAAX | |
| Total Expense Ratio | 0.85 | 1.50 | 57% |
| Annual Report Gross Expense Ratio | 0.85 | 1.92 | 44% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 5.753 | 7.752 | 74% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 254M | 1,156% |
| Annual Yield % from dividends | 0.44 | 1.36 | 32% |
| Returns for 1 year | 8.75 | 7.23 | 121% |
| Returns for 3 years | 45.04 | 28.24 | 159% |
| Returns for 5 years | N/A | 28.69 | - |
| Returns for 10 years | N/A | 46.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement