Interact to see
Advertisement
Advertisement
HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLHIX vs. JFNIX commentary
Sep 15, 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 HLHIX is a Buy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. HLHIX (99.3M). JFNIX pays higher dividends than HLHIX: JFNIX (0.39) vs HLHIX (0.00). HLHIX was incepted earlier than JFNIX: HLHIX (11 years) vs JFNIX (16 years). HLHIX (1.12) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. HLHIX (6.00). JFNIX has a lower initial minimum investment than HLHIX: JFNIX (2500) vs HLHIX (1000000). JFNIX (-13.48) and HLHIX (-13.73) have marching annual gain over last year. JFNIX return over 5 years is better than : 9.62 vs. HLHIX (-22.97).
| HLHIX | JFNIX | HLHIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.12 | 0.77 | 145% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | -4.739 | 2.970 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.3M | 4.49B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -13.73 | -13.48 | 102% |
| Returns for 3 years | -8.99 | 12.89 | -70% |
| Returns for 5 years | -22.97 | 9.62 | -239% |
| Returns for 10 years | -27.15 | 20.15 | -135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGIAX | 115.44 | -0.19 | -0.16% |
| Vanguard Growth & Income Adm | |||
| TBHDX | 6.35 | -0.01 | -0.16% |
| Tweedy, Browne Worldwide Hi Div Yld Val | |||
| HFYRX | 13.23 | -0.03 | -0.23% |
| Hartford Schroders Intl Multi-Cp Val R3 | |||
| DHANX | 17.30 | -0.14 | -0.80% |
| Centre American Select Equity Investor | |||
| EILGX | 19.56 | -0.16 | -0.81% |
| Eaton Vance Atlanta Capital Focused Gr I | |||