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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Jul 19, 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: 4.4B vs. HBGHX (103M). JFNIX pays higher dividends than HBGHX: JFNIX (0.41) 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). JFNIX (-15.73) and HBGHX (-15.80) have marching annual gain over last year. JFNIX return over 5 years is better than : 2.65 vs. HBGHX (-43.90).
| 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 | -5.645 | -1.544 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 4.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -15.80 | -15.73 | 100% |
| Returns for 3 years | -24.74 | 10.96 | -226% |
| Returns for 5 years | -43.90 | 2.65 | -1,657% |
| Returns for 10 years | -60.25 | 6.18 | -975% |
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