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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$34.62
Change+$0.20 (+0.58%)
VolumeN/A
Net Assets32.89M
JHancock Financial Industries I
Price$19.42
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets311.81M
HLFNX vs JFIFX Comparison Chart in %
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HLFNX vs. JFIFX commentary
Jul 05, 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: 312M vs. HLFNX (32.9M). 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 : 41.45 vs. JFIFX (17.66). HLFNX return over 5 years is better than : 60.51 vs. JFIFX (31.54).
| 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 | 17.675 | 7.829 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 312M | 11% |
| Annual Yield % from dividends | 0.49 | 1.27 | 39% |
| Returns for 1 year | 41.45 | 17.66 | 235% |
| Returns for 3 years | 52.10 | 25.91 | 201% |
| Returns for 5 years | 60.51 | 31.54 | 192% |
| Returns for 10 years | 83.02 | N/A | - |
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