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HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$26.65
Change+$0.84 (+3.25%)
VolumeN/A
Net Assets83.46M
JHancock Financial Industries I
Price$18.09
Change+$0.35 (+1.97%)
VolumeN/A
Net Assets476.79M
HSFNX vs JFIFX Comparison Chart
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HSFNX vs. JFIFX commentary
Jan 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 HSFNX is a Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 477M vs. HSFNX (83.5M). HSFNX (1.95) and JFIFX (1.88) have matching dividends . HSFNX was incepted earlier than JFIFX: HSFNX (28 years) vs JFIFX (8 years). HSFNX (72.00) and JFIFX (72.00) have comparable annual turnover. HSFNX has a lower initial minimum investment than JFIFX: HSFNX (2500) vs JFIFX (250000). JFIFX annual gain was more profitable for investors over the last year : 20.71 vs. HSFNX (9.15). HSFNX return over 5 years is better than : 28.86 vs. JFIFX (-0.92).
| HSFNX | JFIFX | HSFNX / JFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | -1.150 | 0.444 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 477M | 18% |
| Annual Yield % from dividends | 1.95 | 1.88 | 104% |
| Returns for 1 year | 9.15 | 20.71 | 44% |
| Returns for 3 years | -19.66 | -8.20 | 240% |
| Returns for 5 years | 28.86 | -0.92 | -3,134% |
| Returns for 10 years | 40.95 | N/A | - |
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