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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$32.14
Change+$0.66 (+2.10%)
VolumeN/A
Net Assets29.95M
JHancock Financial Industries I
Price$18.76
Change+$0.24 (+1.30%)
VolumeN/A
Net Assets299.13M
HILFX vs JFIFX Comparison Chart
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HILFX vs. JFIFX 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 HILFX is a Buy and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 299M vs. HILFX (29.9M). JFIFX pays higher dividends than HILFX: JFIFX (1.30) vs HILFX (0.73). 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 : 28.66 vs. JFIFX (14.05). HILFX return over 5 years is better than : 35.78 vs. JFIFX (15.72).
| 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 | 5.922 | 2.832 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 299M | 10% |
| Annual Yield % from dividends | 0.73 | 1.30 | 56% |
| Returns for 1 year | 28.66 | 14.05 | 204% |
| Returns for 3 years | 22.64 | 9.38 | 241% |
| Returns for 5 years | 35.78 | 15.72 | 228% |
| Returns for 10 years | N/A | N/A | - |
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