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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$30.36
Change-$0.76 (-2.44%)
VolumeN/A
Net Assets30.2M
JHancock Financial Industries I
Price$18.29
Change-$0.39 (-2.09%)
VolumeN/A
Net Assets303.57M
HLFNX vs JFIFX Comparison Chart
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HLFNX vs. JFIFX commentary
May 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 StrongBuy and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 304M vs. HLFNX (30.2M). JFIFX pays higher dividends than HLFNX: JFIFX (1.38) vs HLFNX (0.59). 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 : 24.72 vs. JFIFX (11.97). HLFNX return over 5 years is better than : 54.88 vs. JFIFX (34.19).
| 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 | 5.778 | 3.720 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 304M | 10% |
| Annual Yield % from dividends | 0.59 | 1.38 | 42% |
| Returns for 1 year | 24.72 | 11.97 | 206% |
| Returns for 3 years | 31.52 | 18.88 | 167% |
| Returns for 5 years | 54.88 | 34.19 | 161% |
| Returns for 10 years | 63.26 | N/A | - |
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