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JHTAX vs WRAIX
JHTAX vs WRAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.92B vs. WRAIX (253M). WRAIX pays higher dividends than JHTAX: WRAIX (1.37) vs JHTAX (0.44). JHTAX was incepted earlier than WRAIX: JHTAX (5 years) vs WRAIX (14 years). WRAIX (1.42) is less costly to investors than JHTAX (0.85). WRAIX is a more actively managed with annual turnover of: 82.00 vs. JHTAX (56.00). JHTAX has a lower initial minimum investment than WRAIX: JHTAX (1000) vs WRAIX (100000). JHTAX annual gain was more profitable for investors over the last year : 7.77 vs. WRAIX (6.49).
| JHTAX | WRAIX | JHTAX / WRAIX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.85 | 1.42 | 60% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 5.805 | 7.348 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 253M | 1,155% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | 7.77 | 6.49 | 120% |
| Returns for 3 years | 49.62 | 31.68 | 157% |
| Returns for 5 years | N/A | 30.23 | - |
| Returns for 10 years | N/A | 52.46 | - |
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