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BHSRX vs JFNIX
BHSRX vs JFNIX Comparison Chart
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BHSRX vs. JFNIX commentary
Jun 07, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
BHSRX has more cash in the bank: 6.46B vs. JFNIX (4.66B). JFNIX pays higher dividends than BHSRX: JFNIX (0.42) vs BHSRX (0.02). BHSRX was incepted earlier than JFNIX: BHSRX (14 years) vs JFNIX (16 years). BHSRX (1.46) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. BHSRX (27.00). 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 : -13.08 vs. BHSRX (-15.21). JFNIX return over 5 years is better than : 8.38 vs. BHSRX (-10.88).
| BHSRX | JFNIX | BHSRX / JFNIX | |
| Total Expense Ratio | 1.46 | 0.77 | 190% |
| Annual Report Gross Expense Ratio | 1.46 | 0.77 | 190% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -2.823 | -3.352 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.46B | 4.66B | 139% |
| Annual Yield % from dividends | 0.02 | 0.42 | 5% |
| Returns for 1 year | -15.21 | -13.08 | 116% |
| Returns for 3 years | -10.80 | 8.79 | -123% |
| Returns for 5 years | -10.88 | 8.38 | -130% |
| Returns for 10 years | 7.10 | 12.44 | 57% |
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