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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart
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HGHAX vs. JFNIX commentary
May 24, 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: 4.66B vs. HGHAX (794M). 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 (1.29) 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 : -14.53 vs. HGHAX (-17.73). JFNIX return over 5 years is better than : 6.80 vs. HGHAX (-16.67).
| 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 | -7.586 | -6.248 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 4.66B | 17% |
| Annual Yield % from dividends | 0.19 | 0.39 | 49% |
| Returns for 1 year | -17.73 | -14.53 | 122% |
| Returns for 3 years | -5.70 | 5.71 | -100% |
| Returns for 5 years | -16.67 | 6.80 | -245% |
| Returns for 10 years | -20.55 | 7.28 | -282% |
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