Interact to see
Advertisement
Advertisement
HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$35.17
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets32.29M
JHancock Financial Industries I
Price$19.17
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets303.99M
HILFX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HILFX vs. JFIFX commentary
Sep 04, 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: 304M vs. HILFX (32.3M). JFIFX pays higher dividends than HILFX: JFIFX (1.26) vs HILFX (0.64). 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 : 34.97 vs. JFIFX (7.76). HILFX return over 5 years is better than : 50.39 vs. JFIFX (22.15).
| 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 | 18.506 | 6.552 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 304M | 11% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 34.97 | 7.76 | 450% |
| Returns for 3 years | 46.79 | 20.71 | 226% |
| Returns for 5 years | 50.39 | 22.15 | 228% |
| Returns for 10 years | 106.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement