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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart in %
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HGHAX vs. JFNIX commentary
Aug 17, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. HGHAX (755M). JFNIX pays higher dividends than HGHAX: JFNIX (0.41) vs HGHAX (0.21). HGHAX was incepted earlier than JFNIX: HGHAX (25 years) vs JFNIX (16 years). HGHAX (1.29) is less costly to investors than JFNIX (0.77). HGHAX is a more actively managed with annual turnover of: 40.00 vs. JFNIX (35.00). 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 : -14.21 vs. HGHAX (-19.93). JFNIX return over 5 years is better than : 5.30 vs. HGHAX (-19.91).
| HGHAX | JFNIX | HGHAX / JFNIX | |
| Total Expense Ratio | 1.29 | 0.77 | 168% |
| Annual Report Gross Expense Ratio | 1.29 | 0.77 | 168% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -4.885 | 0.897 | -545% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 4.29B | 18% |
| Annual Yield % from dividends | 0.21 | 0.41 | 50% |
| Returns for 1 year | -19.93 | -14.21 | 140% |
| Returns for 3 years | -7.85 | 6.34 | -124% |
| Returns for 5 years | -19.91 | 5.30 | -375% |
| Returns for 10 years | -20.87 | 12.82 | -163% |