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ECHSX vs JFNIX
ECHSX vs JFNIX Comparison Chart
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ECHSX vs. JFNIX commentary
May 09, 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 (0.39) 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 : -7.32 vs. JFNIX (-11.12). JFNIX return over 5 years is better than : 11.03 vs. ECHSX (2.90).
| 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 | -1.389 | -4.704 | 30% |
| 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 | 0.39 | - |
| Returns for 1 year | -7.32 | -11.12 | 66% |
| Returns for 3 years | -0.62 | 14.09 | -4% |
| Returns for 5 years | 2.90 | 11.03 | 26% |
| Returns for 10 years | -7.12 | 11.52 | -62% |
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