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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison
Open Charts HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Aug 23, 2026
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: 5.81B vs. HBGHX (119M). HBGHX pays higher dividends than JFNIX: HBGHX (0.46) vs JFNIX (0.42). HBGHX was incepted earlier than JFNIX: HBGHX (26 years) vs JFNIX (17 years). HBGHX (1.19) is less costly to investors than JFNIX (0.78). HBGHX is a more actively managed with annual turnover of: 50.00 vs. JFNIX (30.00). 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 : 34.66 vs. HBGHX (21.65). JFNIX return over 5 years is better than : 26.14 vs. HBGHX (-31.05).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | 1.19 | 0.78 | 153% |
| Annual Report Gross Expense Ratio | 1.19 | 0.78 | 153% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.019 | 14.145 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 5.81B | 2% |
| Annual Yield % from dividends | 0.46 | 0.42 | 111% |
| Returns for 1 year | 21.65 | 34.66 | 62% |
| Returns for 3 years | 19.30 | 35.88 | 54% |
| Returns for 5 years | -31.05 | 26.14 | -119% |
| Returns for 10 years | -39.10 | 90.06 | -43% |
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