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ERHSX vs JFNIX
ERHSX vs JFNIX Comparison Chart in %
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ERHSX vs. JFNIX commentary
Jul 15, 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 ERHSX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. ERHSX (861M). JFNIX pays higher dividends than ERHSX: JFNIX (0.41) vs ERHSX (0.00). ERHSX was incepted earlier than JFNIX: ERHSX (22 years) vs JFNIX (16 years). ERHSX (1.45) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. ERHSX (15.00). ERHSX has a lower initial minimum investment than JFNIX: ERHSX (1000) vs JFNIX (2500). ERHSX annual gain was more profitable for investors over the last year : -12.25 vs. JFNIX (-15.36). JFNIX return over 5 years is better than : 3.93 vs. ERHSX (-0.07).
| ERHSX | JFNIX | ERHSX / JFNIX | |
| Total Expense Ratio | 1.42 | 0.77 | 184% |
| Annual Report Gross Expense Ratio | 1.45 | 0.77 | 188% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | -0.777 | -1.132 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 4.4B | 20% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -12.25 | -15.36 | 80% |
| Returns for 3 years | -2.23 | 9.69 | -23% |
| Returns for 5 years | -0.07 | 3.93 | -2% |
| Returns for 10 years | -7.70 | 6.75 | -114% |
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