Ad is loading...
HGHVX vs JFNIX
HGHVX vs JFNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HGHVX vs. JFNIX commentary
May 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. HGHVX (806M). HGHVX pays higher dividends than JFNIX: HGHVX (0.47) vs JFNIX (0.39). 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 : -12.86 vs. HGHVX (-15.11). JFNIX return over 5 years is better than : 9.52 vs. HGHVX (-8.91).
| 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 | -7.026 | -5.998 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 806M | 4.66B | 17% |
| Annual Yield % from dividends | 0.47 | 0.39 | 119% |
| Returns for 1 year | -15.11 | -12.86 | 118% |
| Returns for 3 years | 1.13 | 10.45 | 11% |
| Returns for 5 years | -8.91 | 9.52 | -94% |
| Returns for 10 years | N/A | 10.24 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CEFIX | 12.63 | 0.14 | +1.12% |
| Calvert Emerging Markets Advancement I | |||
| MOSZX | 9.22 | 0.06 | +0.66% |
| MassMutual Overseas I | |||
| AEPGX | 57.89 | 0.30 | +0.52% |
| American Funds Europacific Growth A | |||
| IYSIX | 21.01 | 0.02 | +0.10% |
| Macquarie Small Cap Growth Instl | |||
| IYCEX | 16.45 | -0.01 | -0.06% |
| Macquarie Core Equity Fund Class R | |||