HCVTX
Price
$12.42
Change
-$0.03 (-0.24%)
Updated
Jun 22 closing price
Net Assets
140.75M
JFLJX
Price
$13.45
Change
-$0.03 (-0.22%)
Updated
Jun 22 closing price
Net Assets
4.34B
Interact to see
Advertisement

HCVTX vs JFLJX

HCVTX vs JFLJX Comparison Chart in %
View a ticker or compare two or three
VS
HCVTX vs. JFLJX 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 HCVTX is a Buy and JFLJX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.34B vs. HCVTX (141M). JFLJX pays higher dividends than HCVTX: JFLJX (3.67) vs HCVTX (3.34). HCVTX was incepted earlier than JFLJX: HCVTX (20 years) vs JFLJX (9 years). HCVTX (0.75) is less costly to investors than JFLJX (0.43). HCVTX is a more actively managed with annual turnover of: 27.00 vs. JFLJX (11.00). HCVTX has a lower initial minimum investment than JFLJX: HCVTX (0) vs JFLJX (15000000). HCVTX annual gain was more profitable for investors over the last year : 12.33 vs. JFLJX (9.79). HCVTX return over 5 years is better than : 18.43 vs. JFLJX (13.59).
HCVTXJFLJXHCVTX / JFLJX
Total Expense Ratio0.750.43174%
Annual Report Gross Expense Ratio0.750.43174%
Fund Existence20 years9 years-
Gain YTD4.6223.910118%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets141M4.34B3%
Annual Yield % from dividends3.343.6791%
Returns for 1 year12.339.79126%
Returns for 3 years32.7826.67123%
Returns for 5 years18.4313.59136%
Returns for 10 years66.45N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SCIEX23.56N/A
N/A
Hartford Schroders International Stk I
LMGAX31.91N/A
N/A
Lord Abbett Growth Opportunities A
OGIYX59.24N/A
N/A
Invesco Global Opportunities Y
KMKCX72.37N/A
N/A
Kinetics Market Opportunities Adv C
CAMUX19.31N/A
N/A
Cambiar SMID Institutional