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BHCHX vs JFNIX
BHCHX vs JFNIX Comparison Chart in %
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BHCHX vs. JFNIX commentary
Aug 08, 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: 4.4B vs. BHCHX (141M). BHCHX pays higher dividends than JFNIX: BHCHX (0.53) vs JFNIX (0.41). 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 : -11.01 vs. JFNIX (-14.09). BHCHX return over 5 years is better than : 15.73 vs. JFNIX (-0.07).
| 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 | -8.827 | -4.455 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 4.4B | 3% |
| Annual Yield % from dividends | 0.53 | 0.41 | 130% |
| Returns for 1 year | -11.01 | -14.09 | 78% |
| Returns for 3 years | -3.41 | 1.74 | -196% |
| Returns for 5 years | 15.73 | -0.07 | -21,152% |
| Returns for 10 years | N/A | 6.47 | - |
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