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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart
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HGHAX vs. JFNIX commentary
Apr 12, 2025
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 HGHAX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. HGHAX (839M). JFNIX pays higher dividends than HGHAX: JFNIX (0.39) vs HGHAX (0.19). HGHAX was incepted earlier than JFNIX: HGHAX (25 years) vs JFNIX (16 years). HGHAX (1.27) is less costly to investors than JFNIX (0.77). HGHAX has a lower initial minimum investment than JFNIX: HGHAX (2000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -12.63 vs. HGHAX (-13.35). JFNIX return over 5 years is better than : 15.83 vs. HGHAX (-6.16).
| HGHAX | JFNIX | HGHAX / JFNIX | |
| Total Expense Ratio | 1.27 | 0.77 | 165% |
| Annual Report Gross Expense Ratio | 1.27 | 0.77 | 165% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -5.891 | -7.454 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 4.71B | 18% |
| Annual Yield % from dividends | 0.19 | 0.39 | 48% |
| Returns for 1 year | -13.35 | -12.63 | 106% |
| Returns for 3 years | -12.61 | -4.56 | 276% |
| Returns for 5 years | -6.16 | 15.83 | -39% |
| Returns for 10 years | -17.61 | 6.68 | -264% |
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