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BHCFX vs JFNIX
BHCFX vs JFNIX Comparison Chart
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BHCFX vs. JFNIX commentary
May 09, 2025
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 BHCFX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. BHCFX (162M). JFNIX pays higher dividends than BHCFX: JFNIX (0.39) vs BHCFX (0.22). BHCFX was incepted earlier than JFNIX: BHCFX (7 years) vs JFNIX (16 years). BHCFX (1.20) is less costly to investors than JFNIX (0.77). BHCFX is a more actively managed with annual turnover of: 49.00 vs. JFNIX (35.00). BHCFX has a lower initial minimum investment than JFNIX: BHCFX (2000) vs JFNIX (2500). BHCFX annual gain was more profitable for investors over the last year : -9.55 vs. JFNIX (-11.12). BHCFX return over 5 years is better than : 30.91 vs. JFNIX (11.03).
| BHCFX | JFNIX | BHCFX / JFNIX | |
| Total Expense Ratio | 1.10 | 0.77 | 143% |
| Annual Report Gross Expense Ratio | 1.20 | 0.77 | 156% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -7.109 | -4.704 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 4.66B | 3% |
| Annual Yield % from dividends | 0.22 | 0.39 | 55% |
| Returns for 1 year | -9.55 | -11.12 | 86% |
| Returns for 3 years | 7.11 | 14.09 | 50% |
| Returns for 5 years | 30.91 | 11.03 | 280% |
| Returns for 10 years | N/A | 11.52 | - |
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