Interact to see
Advertisement
Advertisement
HLHIX vs JFNIX
HLHIX vs JFNIX Comparison
Open Charts HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLHIX vs. JFNIX commentary
Aug 01, 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 Buy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. HLHIX (93.1M). JFNIX pays higher dividends than HLHIX: JFNIX (0.41) 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 : 36.28 vs. HLHIX (16.40). JFNIX return over 5 years is better than : 22.12 vs. HLHIX (-23.97).
| 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 | -0.259 | 9.549 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 5.81B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 16.40 | 36.28 | 45% |
| Returns for 3 years | 6.94 | 28.29 | 25% |
| Returns for 5 years | -23.97 | 22.12 | -108% |
| Returns for 10 years | 4.29 | 82.16 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers