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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$26.77
Change-$2.25 (-7.75%)
VolumeN/A
Net Assets28.83M
JHancock Financial Industries I
Price$17.04
Change-$1.14 (-6.27%)
VolumeN/A
Net Assets370.9M
HLFNX vs JFIFX Comparison Chart
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HLFNX vs. JFIFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 371M vs. HLFNX (28.8M). 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 : 19.54 vs. JFIFX (11.75). HLFNX return over 5 years is better than : 77.20 vs. JFIFX (54.32).
| HLFNX | JFIFX | HLFNX / JFIFX | |
| Total Expense Ratio | 1.80 | 0.97 | 186% |
| Annual Report Gross Expense Ratio | 1.80 | 0.98 | 184% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -1.360 | 0.944 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 371M | 8% |
| Annual Yield % from dividends | 0.58 | 1.34 | 43% |
| Returns for 1 year | 19.54 | 11.75 | 166% |
| Returns for 3 years | 5.03 | 1.63 | 308% |
| Returns for 5 years | 77.20 | 54.32 | 142% |
| Returns for 10 years | 56.88 | N/A | - |
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