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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$30.87
Change-$0.92 (-2.89%)
VolumeN/A
Net Assets32.64M
JHancock Financial Industries I
Price$18.54
Change-$0.36 (-1.90%)
VolumeN/A
Net Assets428.5M
HLFNX vs JFIFX Comparison Chart
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HLFNX vs. JFIFX commentary
Feb 23, 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: 428M vs. HLFNX (32.6M). JFIFX pays higher dividends than HLFNX: JFIFX (1.88) vs HLFNX (1.58). HLFNX was incepted earlier than JFIFX: HLFNX (28 years) vs JFIFX (8 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. JFIFX (72.00). 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 : 36.14 vs. JFIFX (18.79). HLFNX return over 5 years is better than : 23.04 vs. JFIFX (0.14).
| HLFNX | JFIFX | HLFNX / JFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 4.929 | 2.943 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 428M | 8% |
| Annual Yield % from dividends | 1.58 | 1.88 | 84% |
| Returns for 1 year | 36.14 | 18.79 | 192% |
| Returns for 3 years | 4.93 | -0.65 | -756% |
| Returns for 5 years | 23.04 | 0.14 | 16,279% |
| Returns for 10 years | 65.67 | N/A | - |
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