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HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$29.02
Change+$0.40 (+1.40%)
VolumeN/A
Net Assets69.88M
JHancock Financial Industries I
Price$19.09
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets298.36M
HSFNX vs JFIFX Comparison Chart in %
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HSFNX vs. JFIFX commentary
Oct 07, 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 Buy and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 298M vs. HSFNX (69.9M). JFIFX pays higher dividends than HSFNX: JFIFX (1.26) vs HSFNX (1.19). HSFNX was incepted earlier than JFIFX: HSFNX (29 years) vs JFIFX (9 years). HSFNX (1.63) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HSFNX (54.00). HSFNX has a lower initial minimum investment than JFIFX: HSFNX (2500) vs JFIFX (250000). HSFNX annual gain was more profitable for investors over the last year : 8.66 vs. JFIFX (4.70). HSFNX return over 5 years is better than : 86.84 vs. JFIFX (21.20).
| HSFNX | JFIFX | HSFNX / JFIFX | |
| Total Expense Ratio | 1.63 | 0.97 | 168% |
| Annual Report Gross Expense Ratio | 1.63 | 0.98 | 166% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 6.157 | 6.108 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9M | 298M | 23% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 8.66 | 4.70 | 184% |
| Returns for 3 years | 7.69 | 24.44 | 31% |
| Returns for 5 years | 86.84 | 21.20 | 410% |
| Returns for 10 years | 30.45 | N/A | - |
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