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BHSRX vs JFNIX
BHSRX vs JFNIX Comparison Chart in %
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BHSRX vs. JFNIX commentary
Nov 20, 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 BHSRX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
BHSRX has more cash in the bank: 6.58B vs. JFNIX (4.95B). JFNIX pays higher dividends than BHSRX: JFNIX (0.35) vs BHSRX (0.02). BHSRX was incepted earlier than JFNIX: BHSRX (14 years) vs JFNIX (16 years). BHSRX (1.45) is less costly to investors than JFNIX (0.77). BHSRX is a more actively managed with annual turnover of: 43.00 vs. JFNIX (35.00). BHSRX has a lower initial minimum investment than JFNIX: BHSRX (100) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 10.62 vs. BHSRX (-0.88). JFNIX return over 5 years is better than : 17.36 vs. BHSRX (-9.52).
| BHSRX | JFNIX | BHSRX / JFNIX | |
| Total Expense Ratio | 1.44 | 0.77 | 187% |
| Annual Report Gross Expense Ratio | 1.45 | 0.77 | 188% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 6.428 | 20.465 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.58B | 4.95B | 133% |
| Annual Yield % from dividends | 0.02 | 0.35 | 5% |
| Returns for 1 year | -0.88 | 10.62 | -8% |
| Returns for 3 years | 2.06 | 26.80 | 8% |
| Returns for 5 years | -9.52 | 17.36 | -55% |
| Returns for 10 years | 22.64 | 52.25 | 43% |
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