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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart in %
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HGHAX vs. JFNIX commentary
Nov 20, 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: 4.95B vs. HGHAX (834M). JFNIX pays higher dividends than HGHAX: JFNIX (0.35) vs HGHAX (0.18). HGHAX was incepted earlier than JFNIX: HGHAX (26 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 : 10.62 vs. HGHAX (4.34). JFNIX return over 5 years is better than : 17.36 vs. HGHAX (-11.07).
| HGHAX | JFNIX | HGHAX / JFNIX | |
| Total Expense Ratio | 1.29 | 0.77 | 168% |
| Annual Report Gross Expense Ratio | 1.29 | 0.77 | 168% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 12.069 | 20.465 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 4.95B | 17% |
| Annual Yield % from dividends | 0.18 | 0.35 | 51% |
| Returns for 1 year | 4.34 | 10.62 | 41% |
| Returns for 3 years | 11.52 | 26.80 | 43% |
| Returns for 5 years | -11.07 | 17.36 | -64% |
| Returns for 10 years | -1.99 | 52.25 | -4% |
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