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JHTAX vs WRAIX
JHTAX vs WRAIX Comparison
Open Charts JHTAX vs WRAIX
JHTAX vs WRAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JHTAX has more cash in the bank: 2.94B vs. WRAIX (246M). JHTAX pays higher dividends than WRAIX: JHTAX (0.35) vs WRAIX (0.17). JHTAX was incepted earlier than WRAIX: JHTAX (5 years) vs WRAIX (14 years). WRAIX (1.51) is less costly to investors than JHTAX (0.84). WRAIX is a more actively managed with annual turnover of: 82.00 vs. JHTAX (44.00). 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 : 10.01 vs. WRAIX (7.02). JHTAX return over 5 years is better than : 37.18 vs. WRAIX (29.70).
| JHTAX | WRAIX | JHTAX / WRAIX | |
| Total Expense Ratio | 0.84 | 1.25 | 67% |
| Annual Report Gross Expense Ratio | 0.84 | 1.51 | 56% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 1.426 | 3.338 | 43% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 246M | 1,195% |
| Annual Yield % from dividends | 0.35 | 0.17 | 209% |
| Returns for 1 year | 10.01 | 7.02 | 143% |
| Returns for 3 years | 39.24 | 27.19 | 144% |
| Returns for 5 years | 37.18 | 29.70 | 125% |
| Returns for 10 years | N/A | 66.68 | - |
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