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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets29.39M
JHancock Financial Industries I
Price$18.16
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
HLFNX vs JFIFX Comparison Chart
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HLFNX vs. JFIFX commentary
Jun 15, 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 Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 292M vs. HLFNX (29.4M). JFIFX pays higher dividends than HLFNX: JFIFX (1.30) vs HLFNX (0.54). HLFNX was incepted earlier than JFIFX: HLFNX (28 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 : 29.25 vs. JFIFX (13.35). HLFNX return over 5 years is better than : 42.74 vs. JFIFX (22.38).
| HLFNX | JFIFX | HLFNX / JFIFX | |
| Total Expense Ratio | 1.89 | 0.97 | 195% |
| Annual Report Gross Expense Ratio | 1.89 | 0.98 | 193% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 4.555 | 0.833 | 547% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 292M | 10% |
| Annual Yield % from dividends | 0.54 | 1.30 | 41% |
| Returns for 1 year | 29.25 | 13.35 | 219% |
| Returns for 3 years | 36.90 | 18.78 | 196% |
| Returns for 5 years | 42.74 | 22.38 | 191% |
| Returns for 10 years | 59.74 | N/A | - |
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