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BHCHX vs JFNIX
BHCHX vs JFNIX Comparison Chart in %
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BHCHX vs. JFNIX commentary
Dec 02, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. BHCHX (150M). JFNIX pays higher dividends than BHCHX: JFNIX (0.32) vs BHCHX (0.00). BHCHX was incepted earlier than JFNIX: BHCHX (8 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). JFNIX annual gain was more profitable for investors over the last year : 8.21 vs. BHCHX (4.82). BHCHX return over 5 years is better than : 23.61 vs. JFNIX (16.65).
| BHCHX | JFNIX | BHCHX / JFNIX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.87 | 0.77 | 113% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 12.715 | 22.993 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 4.95B | 3% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | 4.82 | 8.21 | 59% |
| Returns for 3 years | 18.25 | 22.63 | 81% |
| Returns for 5 years | 23.61 | 16.65 | 142% |
| Returns for 10 years | N/A | 54.38 | - |
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