Interact to see
Advertisement
Advertisement
BAFHX vs FHJUX
BAFHX vs FHJUX Comparison
Open Charts BAFHX vs FHJUX
BAFHX vs FHJUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAFHX vs. FHJUX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAFHX is a Hold and FHJUX is a Buy.
FUNDAMENTALS
Fundamentals
FHJUX has more cash in the bank: 977M vs. BAFHX (699M). FHJUX pays higher dividends than BAFHX: FHJUX (1.76) vs BAFHX (1.35). BAFHX was incepted earlier than FHJUX: BAFHX (13 years) vs FHJUX (12 years). FHJUX (1.07) and BAFHX (1.05) have similar cost to investors . FHJUX is a more actively managed with annual turnover of: 51.00 vs. BAFHX (47.00). FHJUX has a lower initial minimum investment than BAFHX: FHJUX (0) vs BAFHX (1000000). FHJUX annual gain was more profitable for investors over the last year : 15.30 vs. BAFHX (4.50). BAFHX return over 5 years is better than : 48.87 vs. FHJUX (17.90).
| BAFHX | FHJUX | BAFHX / FHJUX | |
| Total Expense Ratio | 1.05 | 1.07 | 98% |
| Annual Report Gross Expense Ratio | 1.05 | 1.07 | 98% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 6.533 | 8.501 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 977M | 72% |
| Annual Yield % from dividends | 1.35 | 1.76 | 77% |
| Returns for 1 year | 4.50 | 15.30 | 29% |
| Returns for 3 years | 72.03 | 65.91 | 109% |
| Returns for 5 years | 48.87 | 17.90 | 273% |
| Returns for 10 years | 100.12 | 52.76 | 190% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DHSIX | 32.99 | 0.32 | +0.98% |
| Diamond Hill Small Cap I | |||
| CEVYX | 13.96 | 0.11 | +0.79% |
| Columbia Global Value Inst3 | |||
| FTHSX | 59.39 | 0.40 | +0.68% |
| FullerThaler Behavioral Sm-Cp Eq Inst | |||
| NGDLX | 31.56 | 0.14 | +0.45% |
| Neuberger Large Cap Growth Inst | |||
| PGJCX | 18.20 | -0.17 | -0.93% |
| PGIM Jennison Global Infrastructure C | |||