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BHSRX vs JFNIX
BHSRX vs JFNIX Comparison Chart
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BHSRX vs. JFNIX commentary
Apr 18, 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: 6.64B vs. JFNIX (4.71B). JFNIX pays higher dividends than BHSRX: JFNIX (0.39) 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 : -7.78 vs. BHSRX (-9.95). JFNIX return over 5 years is better than : 12.94 vs. BHSRX (-7.89).
| 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 | -3.106 | -4.690 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.64B | 4.71B | 141% |
| Annual Yield % from dividends | 0.02 | 0.39 | 5% |
| Returns for 1 year | -9.95 | -7.78 | 128% |
| Returns for 3 years | -15.70 | -0.70 | 2,253% |
| Returns for 5 years | -7.89 | 12.94 | -61% |
| Returns for 10 years | 7.29 | 9.62 | 76% |
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