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FHJUX vs HFERX
FHJUX vs HFERX Comparison
Open Charts FHJUX vs HFERX
FHJUX vs HFERX Comparison Chart in %
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FHJUX vs. HFERX commentary
Jun 24, 2026
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 FHJUX is a Hold and HFERX is a Hold.
FUNDAMENTALS
Fundamentals
FHJUX has more cash in the bank: 988M vs. HFERX (721M). FHJUX pays higher dividends than HFERX: FHJUX (1.77) vs HFERX (1.33). FHJUX was incepted earlier than HFERX: FHJUX (12 years) vs HFERX (11 years). HFERX (1.10) and FHJUX (1.07) have similar cost to investors . HFERX is a more actively managed with annual turnover of: 159.00 vs. FHJUX (51.00). FHJUX has a lower initial minimum investment than HFERX: FHJUX (0) vs HFERX (1000000). HFERX annual gain was more profitable for investors over the last year : 22.47 vs. FHJUX (21.31). HFERX return over 5 years is better than : 60.89 vs. FHJUX (17.39).
| FHJUX | HFERX | FHJUX / HFERX | |
| Total Expense Ratio | 1.07 | 0.96 | 111% |
| Annual Report Gross Expense Ratio | 1.07 | 1.10 | 97% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.351 | 6.841 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 721M | 137% |
| Annual Yield % from dividends | 1.77 | 1.33 | 133% |
| Returns for 1 year | 21.31 | 22.47 | 95% |
| Returns for 3 years | 62.18 | 67.71 | 92% |
| Returns for 5 years | 17.39 | 60.89 | 29% |
| Returns for 10 years | 69.18 | 157.76 | 44% |
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