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FHJUX vs HFESX
FHJUX vs HFESX Comparison
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FHJUX vs HFESX Comparison Chart in %
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FHJUX vs. HFESX commentary
Jun 23, 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 HFESX is a Hold.
FUNDAMENTALS
Fundamentals
FHJUX has more cash in the bank: 988M vs. HFESX (721M). FHJUX pays higher dividends than HFESX: FHJUX (1.77) vs HFESX (1.08). FHJUX was incepted earlier than HFESX: FHJUX (12 years) vs HFESX (9 years). HFESX (2.04) is less costly to investors than FHJUX (1.07). HFESX is a more actively managed with annual turnover of: 159.00 vs. FHJUX (51.00). FHJUX has a lower initial minimum investment than HFESX: FHJUX (0) vs HFESX (2500). HFESX (21.97) and FHJUX (21.31) have marching annual gain over last year. HFESX return over 5 years is better than : 58.16 vs. FHJUX (17.39).
| FHJUX | HFESX | FHJUX / HFESX | |
| Total Expense Ratio | 1.07 | 1.46 | 73% |
| Annual Report Gross Expense Ratio | 1.07 | 2.04 | 52% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 8.351 | 6.631 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 721M | 137% |
| Annual Yield % from dividends | 1.77 | 1.08 | 163% |
| Returns for 1 year | 21.31 | 21.97 | 97% |
| Returns for 3 years | 62.18 | 65.72 | 95% |
| Returns for 5 years | 17.39 | 58.16 | 30% |
| Returns for 10 years | 69.18 | N/A | - |
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