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ECHSX vs JFNIX
ECHSX vs JFNIX Comparison Chart
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ECHSX vs. JFNIX commentary
Jun 02, 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 ECHSX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. ECHSX (907M). JFNIX pays higher dividends than ECHSX: JFNIX (0.42) vs ECHSX (0.00). ECHSX was incepted earlier than JFNIX: ECHSX (27 years) vs JFNIX (16 years). ECHSX (1.95) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. ECHSX (15.00). ECHSX has a lower initial minimum investment than JFNIX: ECHSX (1000) vs JFNIX (2500). ECHSX annual gain was more profitable for investors over the last year : -8.85 vs. JFNIX (-11.55). JFNIX return over 5 years is better than : 6.14 vs. ECHSX (-1.40).
| ECHSX | JFNIX | ECHSX / JFNIX | |
| Total Expense Ratio | 1.92 | 0.77 | 249% |
| Annual Report Gross Expense Ratio | 1.95 | 0.77 | 253% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | -2.238 | -5.028 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 4.66B | 19% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -8.85 | -11.55 | 77% |
| Returns for 3 years | -6.08 | 7.17 | -85% |
| Returns for 5 years | -1.40 | 6.14 | -23% |
| Returns for 10 years | -9.89 | 9.37 | -105% |
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