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BHCHX vs JFNIX
BHCHX vs JFNIX Comparison Chart
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BHCHX vs. JFNIX commentary
Jun 14, 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: 4.35B vs. BHCHX (147M). BHCHX pays higher dividends than JFNIX: BHCHX (0.54) vs JFNIX (0.42). 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 : -11.26 vs. JFNIX (-11.95). BHCHX return over 5 years is better than : 30.38 vs. JFNIX (13.84).
| 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 | -7.061 | -1.691 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 4.35B | 3% |
| Annual Yield % from dividends | 0.54 | 0.42 | 129% |
| Returns for 1 year | -11.26 | -11.95 | 94% |
| Returns for 3 years | 11.26 | 20.86 | 54% |
| Returns for 5 years | 30.38 | 13.84 | 219% |
| Returns for 10 years | N/A | 13.00 | - |
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