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JHTAX vs WRAAX
JHTAX vs WRAAX Comparison
Open Charts JHTAX vs WRAAX
JHTAX vs WRAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 3.22B vs. WRAAX (244M). JHTAX pays higher dividends than WRAAX: JHTAX (0.29) vs WRAAX (0.11). JHTAX was incepted earlier than WRAAX: JHTAX (5 years) vs WRAAX (15 years). WRAAX (2.01) is less costly to investors than JHTAX (0.84). WRAAX is a more actively managed with annual turnover of: 66.00 vs. JHTAX (44.00). 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 : 8.63 vs. WRAAX (7.00). JHTAX return over 5 years is better than : 36.34 vs. WRAAX (27.87).
| JHTAX | WRAAX | JHTAX / WRAAX | |
| Total Expense Ratio | 0.84 | 1.50 | 56% |
| Annual Report Gross Expense Ratio | 0.84 | 2.01 | 42% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 2.797 | 4.134 | 68% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 244M | 1,321% |
| Annual Yield % from dividends | 0.29 | 0.11 | 265% |
| Returns for 1 year | 8.63 | 7.00 | 123% |
| Returns for 3 years | 37.94 | 25.26 | 150% |
| Returns for 5 years | 36.34 | 27.87 | 130% |
| Returns for 10 years | N/A | 62.72 | - |