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DLRHX vs JFNIX
DLRHX vs JFNIX Comparison Chart in %
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DLRHX vs. JFNIX commentary
Aug 03, 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 DLRHX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. DLRHX (627M). JFNIX pays higher dividends than DLRHX: JFNIX (0.41) vs DLRHX (0.00). DLRHX was incepted earlier than JFNIX: DLRHX (16 years) vs JFNIX (16 years). DLRHX (1.50) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. DLRHX (5.00). DLRHX has a lower initial minimum investment than JFNIX: DLRHX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -17.01 vs. DLRHX (-20.80). JFNIX return over 5 years is better than : 3.03 vs. DLRHX (-17.31).
| DLRHX | JFNIX | DLRHX / JFNIX | |
| Total Expense Ratio | 1.46 | 0.77 | 190% |
| Annual Report Gross Expense Ratio | 1.50 | 0.77 | 195% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | -3.257 | -3.646 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 4.4B | 14% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -20.80 | -17.01 | 122% |
| Returns for 3 years | -11.52 | 6.40 | -180% |
| Returns for 5 years | -17.31 | 3.03 | -572% |
| Returns for 10 years | 5.64 | 5.26 | 107% |
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