HLFNX
Price
$35.58
Change
+$0.22 (+0.62%)
Updated
Jul 25 closing price
Net Assets
32.73M
JFIFX
Price
$19.24
Change
+$0.02 (+0.10%)
Updated
Jul 25 closing price
Net Assets
308.12M
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HLFNX vs JFIFX

Header iconHLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFXBanner chart's image
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.

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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).
HLFNXJFIFXHLFNX / JFIFX
Total Expense Ratio1.890.97195%
Annual Report Gross Expense Ratio1.890.98193%
Fund Existence29 years9 years-
Gain YTD20.9386.830307%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets32.7M308M11%
Annual Yield % from dividends0.491.2739%
Returns for 1 year38.9910.87359%
Returns for 3 years51.1222.59226%
Returns for 5 years61.6626.43233%
Returns for 10 years86.66N/A-
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