FHJUX
Price
$50.27
Change
-$0.12 (-0.24%)
Updated
Jul 31 closing price
Net Assets
977.47M
HFESX
Price
$60.45
Change
-$0.27 (-0.44%)
Updated
Jul 31 closing price
Net Assets
722.76M
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FHJUX vs HFESX

FHJUX vs HFESX Comparison Chart in %
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FHJUX vs. HFESX commentary
Aug 03, 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 Buy and HFESX is a Hold.

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FUNDAMENTALS
Fundamentals
FHJUX has more cash in the bank: 977M vs. HFESX (723M). FHJUX pays higher dividends than HFESX: FHJUX (1.76) vs HFESX (1.07). 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). FHJUX annual gain was more profitable for investors over the last year : 17.72 vs. HFESX (16.37). HFESX return over 5 years is better than : 49.15 vs. FHJUX (15.00).
FHJUXHFESXFHJUX / HFESX
Total Expense Ratio1.071.4673%
Annual Report Gross Expense Ratio1.072.0452%
Fund Existence12 years9 years-
Gain YTD7.6454.044189%
Front Load6%N/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets977M723M135%
Annual Yield % from dividends1.761.07165%
Returns for 1 year17.7216.37108%
Returns for 3 years57.7955.74104%
Returns for 5 years15.0049.1531%
Returns for 10 years57.35N/A-
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