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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart
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HBGHX vs. JFNIX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.25B vs. HBGHX (121M). HBGHX pays higher dividends than JFNIX: HBGHX (0.24) vs JFNIX (0.15). HBGHX was incepted earlier than JFNIX: HBGHX (25 years) vs JFNIX (15 years). JFNIX is a more actively managed with annual turnover of: 34.00 vs. HBGHX (28.00). HBGHX has a lower initial minimum investment than JFNIX: HBGHX (0) vs JFNIX (1000000). JFNIX annual gain was more profitable for investors over the last year : 4.55 vs. HBGHX (3.98). JFNIX return over 5 years is better than : 19.37 vs. HBGHX (-33.15).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 1.456 | 1.564 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 5.25B | 2% |
| Annual Yield % from dividends | 0.24 | 0.15 | 168% |
| Returns for 1 year | 3.98 | 4.55 | 87% |
| Returns for 3 years | -30.14 | -4.26 | 708% |
| Returns for 5 years | -33.15 | 19.37 | -171% |
| Returns for 10 years | -49.11 | 36.65 | -134% |
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