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BHCUX vs JFNIX
BHCUX vs JFNIX Comparison Chart in %
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BHCUX vs. JFNIX commentary
Jul 29, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. BHCUX (141M). BHCUX pays higher dividends than JFNIX: BHCUX (0.53) vs JFNIX (0.41). 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 : -12.70 vs. JFNIX (-14.41). BHCUX return over 5 years is better than : 18.78 vs. JFNIX (4.98).
| 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 | -6.805 | -0.956 | 712% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| 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 | -12.70 | -14.41 | 88% |
| Returns for 3 years | -1.48 | 8.66 | -17% |
| Returns for 5 years | 18.78 | 4.98 | 377% |
| Returns for 10 years | N/A | 7.79 | - |
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