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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 04, 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 StrongBuy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. HBGHX (104M). 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 : 20.51 vs. HBGHX (11.83). JFNIX return over 5 years is better than : 13.17 vs. HBGHX (-32.77).
| 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 | -3.413 | -3.586 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 5.28B | 2% |
| Annual Yield % from dividends | 0.49 | 0.45 | 110% |
| Returns for 1 year | 11.83 | 20.51 | 58% |
| Returns for 3 years | 6.83 | 14.38 | 48% |
| Returns for 5 years | -32.77 | 13.17 | -249% |
| Returns for 10 years | -43.33 | 67.83 | -64% |
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