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HGHIX vs JFNIX
HGHIX vs JFNIX Comparison Chart
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HGHIX vs. JFNIX commentary
May 23, 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 HGHIX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. HGHIX (794M). HGHIX pays higher dividends than JFNIX: HGHIX (0.43) vs JFNIX (0.39). HGHIX was incepted earlier than JFNIX: HGHIX (19 years) vs JFNIX (16 years). HGHIX (1.02) is less costly to investors than JFNIX (0.77). HGHIX is a more actively managed with annual turnover of: 40.00 vs. JFNIX (35.00). HGHIX has a lower initial minimum investment than JFNIX: HGHIX (2000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -14.53 vs. HGHIX (-17.15). JFNIX return over 5 years is better than : 6.80 vs. HGHIX (-13.78).
| HGHIX | JFNIX | HGHIX / JFNIX | |
| Total Expense Ratio | 1.02 | 0.77 | 132% |
| Annual Report Gross Expense Ratio | 1.02 | 0.77 | 132% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | -7.472 | -6.248 | 120% |
| Front Load | N/A | 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 | 0.43 | 0.39 | 109% |
| Returns for 1 year | -17.15 | -14.53 | 118% |
| Returns for 3 years | -4.44 | 5.71 | -78% |
| Returns for 5 years | -13.78 | 6.80 | -203% |
| Returns for 10 years | -15.29 | 7.28 | -210% |
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