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DLHAX vs JFNIX
DLHAX vs JFNIX Comparison Chart
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DLHAX vs. JFNIX commentary
May 25, 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 DLHAX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. DLHAX (649M). JFNIX pays higher dividends than DLHAX: JFNIX (0.39) vs DLHAX (0.10). DLHAX was incepted earlier than JFNIX: DLHAX (18 years) vs JFNIX (16 years). DLHAX (1.25) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. DLHAX (5.00). DLHAX has a lower initial minimum investment than JFNIX: DLHAX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -13.66 vs. DLHAX (-15.94). JFNIX return over 5 years is better than : 6.67 vs. DLHAX (-15.27).
| DLHAX | JFNIX | DLHAX / JFNIX | |
| Total Expense Ratio | 1.21 | 0.77 | 157% |
| Annual Report Gross Expense Ratio | 1.25 | 0.77 | 162% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -4.632 | -6.366 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 4.66B | 14% |
| Annual Yield % from dividends | 0.10 | 0.39 | 25% |
| Returns for 1 year | -15.94 | -13.66 | 117% |
| Returns for 3 years | -12.15 | 5.99 | -203% |
| Returns for 5 years | -15.27 | 6.67 | -229% |
| Returns for 10 years | 10.46 | 8.11 | 129% |
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