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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Sep 26, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. HBGHX (103M). HBGHX pays higher dividends than JFNIX: HBGHX (0.57) vs JFNIX (0.39). 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 annual gain was more profitable for investors over the last year : -12.39 vs. HBGHX (-18.80). JFNIX return over 5 years is better than : 8.34 vs. HBGHX (-32.08).
| 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 | -8.329 | 3.176 | -262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 4.49B | 2% |
| Annual Yield % from dividends | 0.57 | 0.39 | 147% |
| Returns for 1 year | -18.80 | -12.39 | 152% |
| Returns for 3 years | 4.61 | 21.30 | 22% |
| Returns for 5 years | -32.08 | 8.34 | -385% |
| Returns for 10 years | -47.12 | 39.28 | -120% |
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