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HLHIX vs JFNIX
HLHIX vs JFNIX Comparison
Open Charts HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
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HLHIX vs. JFNIX commentary
Sep 04, 2026
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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 6.03B vs. HLHIX (94.4M). JFNIX pays higher dividends than HLHIX: JFNIX (0.40) vs HLHIX (0.00). HLHIX was incepted earlier than JFNIX: HLHIX (12 years) vs JFNIX (17 years). HLHIX (1.15) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 vs. HLHIX (8.00). JFNIX has a lower initial minimum investment than HLHIX: JFNIX (2500) vs HLHIX (1000000). JFNIX annual gain was more profitable for investors over the last year : 32.68 vs. HLHIX (16.63). JFNIX return over 5 years is better than : 21.16 vs. HLHIX (-24.70).
| HLHIX | JFNIX | HLHIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.78 | 135% |
| Annual Report Gross Expense Ratio | 1.15 | 0.78 | 147% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 2.882 | 13.886 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 6.03B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 16.63 | 32.68 | 51% |
| Returns for 3 years | 9.89 | 33.77 | 29% |
| Returns for 5 years | -24.70 | 21.16 | -117% |
| Returns for 10 years | 12.10 | 96.05 | 13% |
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