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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Jun 28, 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 HBGHX is a Buy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. HBGHX (104M). JFNIX pays higher dividends than HBGHX: JFNIX (0.42) vs HBGHX (0.00). HBGHX was incepted earlier than JFNIX: HBGHX (25 years) vs JFNIX (16 years). HBGHX (1.18) is less costly to investors than JFNIX (0.77). HBGHX is a more actively managed with annual turnover of: 42.00 vs. JFNIX (35.00). HBGHX has a lower initial minimum investment than JFNIX: HBGHX (0) vs JFNIX (2500). HBGHX annual gain was more profitable for investors over the last year : -12.61 vs. JFNIX (-13.51). JFNIX return over 5 years is better than : 7.79 vs. HBGHX (-39.81).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -5.366 | -2.837 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 4.35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -12.61 | -13.51 | 93% |
| Returns for 3 years | -23.88 | 10.66 | -224% |
| Returns for 5 years | -39.81 | 7.79 | -511% |
| Returns for 10 years | -58.12 | 11.63 | -500% |
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