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FSHCX vs JFNIX
FSHCX vs JFNIX Comparison Chart
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FSHCX vs. JFNIX commentary
May 23, 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 FSHCX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. FSHCX (1.09B). FSHCX pays higher dividends than JFNIX: FSHCX (0.58) vs JFNIX (0.39). FSHCX was incepted earlier than JFNIX: FSHCX (39 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FSHCX (0.67). FSHCX is a more actively managed with annual turnover of: 56.00 vs. JFNIX (35.00). FSHCX has a lower initial minimum investment than JFNIX: FSHCX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -14.53 vs. FSHCX (-18.82). JFNIX return over 5 years is better than : 6.80 vs. FSHCX (-2.67).
| FSHCX | JFNIX | FSHCX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | 0.974 | -6.248 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 4.66B | 23% |
| Annual Yield % from dividends | 0.58 | 0.39 | 147% |
| Returns for 1 year | -18.82 | -14.53 | 130% |
| Returns for 3 years | -19.66 | 5.71 | -345% |
| Returns for 5 years | -2.67 | 6.80 | -39% |
| Returns for 10 years | 12.21 | 7.28 | 168% |
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