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BHCHX vs JFNIX
BHCHX vs JFNIX Comparison Chart
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BHCHX vs. JFNIX commentary
Apr 12, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. BHCHX (170M). BHCHX pays higher dividends than JFNIX: BHCHX (0.50) vs JFNIX (0.39). BHCHX was incepted earlier than JFNIX: BHCHX (7 years) vs JFNIX (16 years). BHCHX (0.88) is less costly to investors than JFNIX (0.77). BHCHX is a more actively managed with annual turnover of: 51.83 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 : -11.16 vs. JFNIX (-12.63). BHCHX return over 5 years is better than : 44.10 vs. JFNIX (15.83).
| BHCHX | JFNIX | BHCHX / JFNIX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.88 | 0.77 | 114% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | -8.152 | -7.454 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 4.71B | 4% |
| Annual Yield % from dividends | 0.50 | 0.39 | 128% |
| Returns for 1 year | -11.16 | -12.63 | 88% |
| Returns for 3 years | -8.37 | -4.56 | 183% |
| Returns for 5 years | 44.10 | 15.83 | 279% |
| Returns for 10 years | N/A | 6.68 | - |
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