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HGHVX vs JFNIX
HGHVX vs JFNIX Comparison Chart in %
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HGHVX vs. JFNIX commentary
Jul 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 HGHVX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. HGHVX (784M). HGHVX pays higher dividends than JFNIX: HGHVX (0.49) vs JFNIX (0.41). HGHVX was incepted earlier than JFNIX: HGHVX (6 years) vs JFNIX (16 years). HGHVX (0.92) is less costly to investors than JFNIX (0.77). HGHVX is a more actively managed with annual turnover of: 40.00 vs. JFNIX (35.00). HGHVX has a lower initial minimum investment than JFNIX: HGHVX (0) vs JFNIX (2500). JFNIX (-16.68) and HGHVX (-16.94) have marching annual gain over last year. JFNIX return over 5 years is better than : 2.86 vs. HGHVX (-12.65).
| HGHVX | JFNIX | HGHVX / JFNIX | |
| Total Expense Ratio | 0.92 | 0.77 | 119% |
| Annual Report Gross Expense Ratio | 0.92 | 0.77 | 119% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | -4.607 | -2.779 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 4.4B | 18% |
| Annual Yield % from dividends | 0.49 | 0.41 | 119% |
| Returns for 1 year | -16.94 | -16.68 | 102% |
| Returns for 3 years | -1.71 | 7.86 | -22% |
| Returns for 5 years | -12.65 | 2.86 | -442% |
| Returns for 10 years | N/A | 4.97 | - |
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