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ECHSX vs JFNIX
ECHSX vs JFNIX Comparison Chart
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ECHSX vs. JFNIX commentary
Apr 11, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. ECHSX (933M). 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 : -7.10 vs. JFNIX (-10.22). JFNIX return over 5 years is better than : 18.96 vs. ECHSX (7.72).
| 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 | -2.006 | -4.954 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 933M | 4.71B | 20% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -7.10 | -10.22 | 69% |
| Returns for 3 years | -13.66 | -3.05 | 448% |
| Returns for 5 years | 7.72 | 18.96 | 41% |
| Returns for 10 years | -9.29 | 9.53 | -97% |
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