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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$33.98
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets30.92M
JHancock Financial Industries I
Price$18.52
Change-$0.13 (-0.70%)
VolumeN/A
Net Assets295.24M
HILFX vs JFIFX Comparison Chart in %
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HILFX vs. JFIFX commentary
Aug 08, 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 Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 295M vs. HILFX (30.9M). JFIFX pays higher dividends than HILFX: JFIFX (1.29) vs HILFX (0.65). HILFX was incepted earlier than JFIFX: HILFX (10 years) vs JFIFX (9 years). HILFX (1.57) 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 : 42.32 vs. JFIFX (13.61). HILFX return over 5 years is better than : 47.27 vs. JFIFX (17.72).
| HILFX | JFIFX | HILFX / JFIFX | |
| Total Expense Ratio | 1.57 | 0.97 | 162% |
| Annual Report Gross Expense Ratio | 1.57 | 0.98 | 160% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 14.838 | 3.554 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 295M | 10% |
| Annual Yield % from dividends | 0.65 | 1.29 | 51% |
| Returns for 1 year | 42.32 | 13.61 | 311% |
| Returns for 3 years | 38.75 | 15.42 | 251% |
| Returns for 5 years | 47.27 | 17.72 | 267% |
| Returns for 10 years | 78.93 | N/A | - |
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