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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
Sep 12, 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: 6.03B vs. HBGHX (112M). JFNIX pays higher dividends than HBGHX: JFNIX (0.40) vs HBGHX (0.00). 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 : 25.37 vs. HBGHX (18.33). JFNIX return over 5 years is better than : 18.87 vs. HBGHX (-26.63).
| 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 | 1.417 | 8.834 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 6.03B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 18.33 | 25.37 | 72% |
| Returns for 3 years | 14.78 | 28.63 | 52% |
| Returns for 5 years | -26.63 | 18.87 | -141% |
| Returns for 10 years | -24.54 | 86.97 | -28% |
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