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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$29.33
Change+$0.50 (+1.73%)
VolumeN/A
Net Assets28.25M
JHancock Financial Industries I
Price$18.18
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
HILFX vs JFIFX Comparison Chart
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HILFX vs. JFIFX commentary
Apr 03, 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 HILFX is a Buy and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 371M vs. HILFX (28.2M). JFIFX pays higher dividends than HILFX: JFIFX (1.34) vs HILFX (0.79). HILFX was incepted earlier than JFIFX: HILFX (10 years) vs JFIFX (9 years). HILFX (1.47) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HILFX (37.00). HILFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. HILFX annual gain was more profitable for investors over the last year : 17.74 vs. JFIFX (10.33). HILFX return over 5 years is better than : 76.13 vs. JFIFX (52.45).
| HILFX | JFIFX | HILFX / JFIFX | |
| Total Expense Ratio | 1.47 | 0.97 | 152% |
| Annual Report Gross Expense Ratio | 1.47 | 0.98 | 150% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -2.995 | -0.278 | 1,079% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2M | 371M | 8% |
| Annual Yield % from dividends | 0.79 | 1.34 | 59% |
| Returns for 1 year | 17.74 | 10.33 | 172% |
| Returns for 3 years | 3.81 | -0.14 | -2,734% |
| Returns for 5 years | 76.13 | 52.45 | 145% |
| Returns for 10 years | N/A | N/A | - |
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