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BHCUX vs JFNIX
BHCUX vs JFNIX Comparison Chart
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BHCUX vs. JFNIX commentary
Mar 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 BHCUX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. BHCUX (183M). BHCUX pays higher dividends than JFNIX: BHCUX (0.48) vs JFNIX (0.38). BHCUX was incepted earlier than JFNIX: BHCUX (7 years) vs JFNIX (16 years). BHCUX (0.88) is less costly to investors than JFNIX (0.77). BHCUX is a more actively managed with annual turnover of: 51.83 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than BHCUX: JFNIX (2500) vs BHCUX (5000000). JFNIX annual gain was more profitable for investors over the last year : -6.82 vs. BHCUX (-7.69). BHCUX return over 5 years is better than : 68.79 vs. JFNIX (44.66).
| BHCUX | JFNIX | BHCUX / 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 | -3.273 | 2.264 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 4.95B | 4% |
| Annual Yield % from dividends | 0.48 | 0.38 | 127% |
| Returns for 1 year | -7.69 | -6.82 | 113% |
| Returns for 3 years | 4.83 | 13.50 | 36% |
| Returns for 5 years | 68.79 | 44.66 | 154% |
| Returns for 10 years | N/A | 23.95 | - |
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