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BHCFX vs JFNIX
BHCFX vs JFNIX Comparison Chart
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BHCFX vs. JFNIX commentary
Apr 07, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. BHCFX (183M). JFNIX pays higher dividends than BHCFX: JFNIX (0.39) vs BHCFX (0.21). 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: 51.83 vs. JFNIX (35.00). BHCFX has a lower initial minimum investment than JFNIX: BHCFX (2000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -12.03 vs. BHCFX (-12.95). BHCFX return over 5 years is better than : 51.88 vs. JFNIX (26.30).
| 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 | -9.953 | -6.895 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 4.95B | 4% |
| Annual Yield % from dividends | 0.21 | 0.39 | 54% |
| Returns for 1 year | -12.95 | -12.03 | 108% |
| Returns for 3 years | -11.37 | -4.40 | 258% |
| Returns for 5 years | 51.88 | 26.30 | 197% |
| Returns for 10 years | N/A | 10.88 | - |