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BHSRX vs JFNIX
BHSRX vs JFNIX Comparison Chart in %
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BHSRX vs. JFNIX commentary
Jul 13, 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 StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
BHSRX has more cash in the bank: 6.41B vs. JFNIX (4.4B). JFNIX pays higher dividends than BHSRX: JFNIX (0.41) 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 (-15.07) and BHSRX (-15.13) have marching annual gain over last year. JFNIX return over 5 years is better than : 6.11 vs. BHSRX (-10.17).
| 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 | -1.146 | -1.823 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 4.4B | 146% |
| Annual Yield % from dividends | 0.02 | 0.41 | 5% |
| Returns for 1 year | -15.13 | -15.07 | 100% |
| Returns for 3 years | -8.72 | 10.37 | -84% |
| Returns for 5 years | -10.17 | 6.11 | -166% |
| Returns for 10 years | 2.87 | 7.86 | 36% |
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