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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets32.73M
JHancock Financial Industries I
Price$19.24
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets308.12M
HLFNX vs JFIFX Comparison Chart in %
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HLFNX vs. JFIFX commentary
Jul 27, 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 HLFNX is a Buy and JFIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 308M vs. HLFNX (32.7M). JFIFX pays higher dividends than HLFNX: JFIFX (1.27) vs HLFNX (0.49). HLFNX was incepted earlier than JFIFX: HLFNX (29 years) vs JFIFX (9 years). HLFNX (1.89) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). HLFNX has a lower initial minimum investment than JFIFX: HLFNX (2500) vs JFIFX (250000). HLFNX annual gain was more profitable for investors over the last year : 38.99 vs. JFIFX (10.87). HLFNX return over 5 years is better than : 61.66 vs. JFIFX (26.43).
| HLFNX | JFIFX | HLFNX / JFIFX | |
| Total Expense Ratio | 1.89 | 0.97 | 195% |
| Annual Report Gross Expense Ratio | 1.89 | 0.98 | 193% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 20.938 | 6.830 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 308M | 11% |
| Annual Yield % from dividends | 0.49 | 1.27 | 39% |
| Returns for 1 year | 38.99 | 10.87 | 359% |
| Returns for 3 years | 51.12 | 22.59 | 226% |
| Returns for 5 years | 61.66 | 26.43 | 233% |
| Returns for 10 years | 86.66 | N/A | - |
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