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ETAHX vs JFNIX
ETAHX vs JFNIX Comparison Chart in %
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ETAHX vs. JFNIX commentary
Aug 05, 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 ETAHX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. ETAHX (1.19B). JFNIX pays higher dividends than ETAHX: JFNIX (0.41) vs ETAHX (0.00). ETAHX was incepted earlier than JFNIX: ETAHX (13 years) vs JFNIX (16 years). ETAHX (1.57) is less costly to investors than JFNIX (0.77). ETAHX is a more actively managed with annual turnover of: 71.00 vs. JFNIX (35.00). ETAHX has a lower initial minimum investment than JFNIX: ETAHX (1000) vs JFNIX (2500). ETAHX annual gain was more profitable for investors over the last year : -2.52 vs. JFNIX (-16.57). JFNIX return over 5 years is better than : 3.58 vs. ETAHX (-12.70).
| ETAHX | JFNIX | ETAHX / JFNIX | |
| Total Expense Ratio | 1.57 | 0.77 | 204% |
| Annual Report Gross Expense Ratio | 1.57 | 0.77 | 204% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 7.950 | -3.131 | -254% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 4.4B | 27% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -2.52 | -16.57 | 15% |
| Returns for 3 years | 22.78 | 6.97 | 327% |
| Returns for 5 years | -12.70 | 3.58 | -355% |
| Returns for 10 years | 31.38 | 5.82 | 539% |
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