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HGHVX vs JFNIX
HGHVX vs JFNIX Comparison Chart
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HGHVX vs. JFNIX commentary
Jun 07, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. HGHVX (801M). HGHVX pays higher dividends than JFNIX: HGHVX (0.50) vs JFNIX (0.42). 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 annual gain was more profitable for investors over the last year : -13.08 vs. HGHVX (-15.64). JFNIX return over 5 years is better than : 8.38 vs. HGHVX (-11.18).
| 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 | -5.713 | -3.352 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 4.66B | 17% |
| Annual Yield % from dividends | 0.50 | 0.42 | 119% |
| Returns for 1 year | -15.64 | -13.08 | 120% |
| Returns for 3 years | -2.62 | 8.79 | -30% |
| Returns for 5 years | -11.18 | 8.38 | -133% |
| Returns for 10 years | N/A | 12.44 | - |
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