Interact to see
Advertisement
Advertisement
HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBGHX vs. JFNIX commentary
Jun 07, 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: 4.66B vs. HBGHX (105M). JFNIX pays higher dividends than HBGHX: JFNIX (0.42) 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). HBGHX (-12.82) and JFNIX (-13.08) have marching annual gain over last year. JFNIX return over 5 years is better than : 8.38 vs. HBGHX (-41.30).
| 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 | -5.714 | -3.352 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 4.66B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -12.82 | -13.08 | 98% |
| Returns for 3 years | -25.98 | 8.79 | -295% |
| Returns for 5 years | -41.30 | 8.38 | -493% |
| Returns for 10 years | -57.41 | 12.44 | -461% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSCE | 38.67 | 0.90 | +2.38% |
| Invesco S&P SmallCap Energy ETF | |||
| SPYX | 49.26 | 0.47 | +0.96% |
| SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | |||
| FDEM | 27.41 | 0.11 | +0.40% |
| Fidelity Emerging Markets Mltfct ETF | |||
| IYM | 138.12 | 0.53 | +0.39% |
| iShares US Basic Materials ETF | |||
| SPCZ | 27.61 | N/A | N/A |
| RiverNorth Ehd PMgr SPAC ETF | |||