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BHCHX vs JFNIX
BHCHX vs JFNIX Comparison Chart
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BHCHX vs. JFNIX commentary
May 24, 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 BHCHX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. BHCHX (162M). BHCHX pays higher dividends than JFNIX: BHCHX (0.51) vs JFNIX (0.39). BHCHX was incepted earlier than JFNIX: BHCHX (7 years) vs JFNIX (16 years). BHCHX (0.87) is less costly to investors than JFNIX (0.77). BHCHX is a more actively managed with annual turnover of: 49.00 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than BHCHX: JFNIX (2500) vs BHCHX (1000000). BHCHX annual gain was more profitable for investors over the last year : -12.94 vs. JFNIX (-14.53). BHCHX return over 5 years is better than : 24.93 vs. JFNIX (6.80).
| BHCHX | JFNIX | BHCHX / JFNIX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.87 | 0.77 | 113% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -9.138 | -6.248 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 4.66B | 3% |
| Annual Yield % from dividends | 0.51 | 0.39 | 129% |
| Returns for 1 year | -12.94 | -14.53 | 89% |
| Returns for 3 years | 0.90 | 5.71 | 16% |
| Returns for 5 years | 24.93 | 6.80 | 366% |
| Returns for 10 years | N/A | 7.28 | - |
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