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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart
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HBGHX vs. JFNIX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. HBGHX (123M). HBGHX pays higher dividends than JFNIX: HBGHX (0.24) vs JFNIX (0.15). HBGHX was incepted earlier than JFNIX: HBGHX (25 years) vs JFNIX (16 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 (2500). HBGHX annual gain was more profitable for investors over the last year : 3.21 vs. JFNIX (1.98). JFNIX return over 5 years is better than : 25.02 vs. HBGHX (-29.99).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 5.226 | 6.336 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 4.78B | 3% |
| Annual Yield % from dividends | 0.24 | 0.15 | 168% |
| Returns for 1 year | 3.21 | 1.98 | 162% |
| Returns for 3 years | -21.06 | 15.60 | -135% |
| Returns for 5 years | -29.99 | 25.02 | -120% |
| Returns for 10 years | -48.05 | 38.50 | -125% |
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