FHJUX
Price
$49.18
Change
-$0.51 (-1.03%)
Updated
Jul 13 closing price
Net Assets
992.68M
HFERX
Price
$62.76
Change
-$1.05 (-1.65%)
Updated
Jul 13 closing price
Net Assets
722.76M
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FHJUX vs HFERX

FHJUX vs HFERX Comparison Chart in %
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FHJUX vs. HFERX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
FHJUX has more cash in the bank: 993M vs. HFERX (723M). FHJUX pays higher dividends than HFERX: FHJUX (1.74) vs HFERX (1.31). 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 (14.23) and FHJUX (14.14) have marching annual gain over last year. HFERX return over 5 years is better than : 53.92 vs. FHJUX (14.49).
FHJUXHFERXFHJUX / HFERX
Total Expense Ratio1.070.96111%
Annual Report Gross Expense Ratio1.071.1097%
Fund Existence12 years11 years-
Gain YTD6.4033.462185%
Front Load6%N/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets993M723M137%
Annual Yield % from dividends1.741.31133%
Returns for 1 year14.1414.2399%
Returns for 3 years52.4553.9697%
Returns for 5 years14.4953.9227%
Returns for 10 years59.61138.4943%
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