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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart
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HBGHX vs. JFNIX commentary
Apr 25, 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: 4.71B vs. HBGHX (107M). JFNIX pays higher dividends than HBGHX: JFNIX (0.39) vs HBGHX (0.00). HBGHX was incepted earlier than JFNIX: HBGHX (25 years) vs JFNIX (16 years). HBGHX (1.17) 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 (-7.60) and HBGHX (-7.79) have marching annual gain over last year. JFNIX return over 5 years is better than : 12.66 vs. HBGHX (-37.26).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | 1.17 | 0.77 | 152% |
| Annual Report Gross Expense Ratio | 1.17 | 0.77 | 152% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -5.087 | -3.484 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 4.71B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -7.79 | -7.60 | 102% |
| Returns for 3 years | -28.16 | 3.11 | -905% |
| Returns for 5 years | -37.26 | 12.66 | -294% |
| Returns for 10 years | -55.95 | 13.06 | -428% |
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