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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
Jun 24, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. HBGHX (107M). HBGHX pays higher dividends than JFNIX: HBGHX (0.49) vs JFNIX (0.45). 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 : 29.60 vs. HBGHX (16.04). JFNIX return over 5 years is better than : 16.02 vs. HBGHX (-34.17).
| 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 | -0.515 | 3.721 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 5.4B | 2% |
| Annual Yield % from dividends | 0.49 | 0.45 | 110% |
| Returns for 1 year | 16.04 | 29.60 | 54% |
| Returns for 3 years | 9.11 | 22.16 | 41% |
| Returns for 5 years | -34.17 | 16.02 | -213% |
| Returns for 10 years | -38.91 | 92.92 | -42% |
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