Interact to see
Advertisement
Advertisement
BHCUX vs JFNIX
BHCUX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BHCUX vs. JFNIX commentary
Sep 06, 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 BHCUX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. BHCUX (134M). BHCUX pays higher dividends than JFNIX: BHCUX (0.51) vs JFNIX (0.39). BHCUX was incepted earlier than JFNIX: BHCUX (7 years) vs JFNIX (16 years). BHCUX (0.87) is less costly to investors than JFNIX (0.77). BHCUX is a more actively managed with annual turnover of: 49.00 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than BHCUX: JFNIX (2500) vs BHCUX (5000000). BHCUX annual gain was more profitable for investors over the last year : -11.51 vs. JFNIX (-13.57). BHCUX return over 5 years is better than : 23.14 vs. JFNIX (9.32).
| BHCUX | JFNIX | BHCUX / 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 | -3.065 | 3.029 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 4.29B | 3% |
| Annual Yield % from dividends | 0.51 | 0.39 | 132% |
| Returns for 1 year | -11.51 | -13.57 | 85% |
| Returns for 3 years | 9.09 | 16.09 | 57% |
| Returns for 5 years | 23.14 | 9.32 | 248% |
| Returns for 10 years | N/A | 21.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement