HLFNX
Price
$27.50
Change
+$0.52 (+1.93%)
Updated
Apr 23 closing price
Net Assets
26.53M
JFIFX
Price
$17.17
Change
+$0.23 (+1.36%)
Updated
Apr 23 closing price
Net Assets
276.38M
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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$27.50
Change+$0.52 (+1.93%)
VolumeN/A
Net Assets26.53M
JHancock Financial Industries I
Price$17.17
Change+$0.23 (+1.36%)
VolumeN/A
Net Assets276.38M
HLFNX vs JFIFX Comparison Chart
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HLFNX vs. JFIFX commentary
Apr 25, 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 StrongBuy and JFIFX is a Buy.

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FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 276M vs. HLFNX (26.5M). JFIFX pays higher dividends than HLFNX: JFIFX (1.34) vs HLFNX (0.58). HLFNX was incepted earlier than JFIFX: HLFNX (28 years) vs JFIFX (9 years). HLFNX (1.80) 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 : 11.05 vs. JFIFX (4.64). HLFNX return over 5 years is better than : 43.35 vs. JFIFX (29.62).
HLFNXJFIFXHLFNX / JFIFX
Total Expense Ratio1.800.97186%
Annual Report Gross Expense Ratio1.800.98184%
Fund Existence28 years9 years-
Gain YTD-8.294-5.941140%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets26.5M276M10%
Annual Yield % from dividends0.581.3443%
Returns for 1 year11.054.64238%
Returns for 3 years4.36-1.86-235%
Returns for 5 years43.3529.62146%
Returns for 10 years45.32N/A-
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