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HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$28.55
Change+$0.59 (+2.11%)
VolumeN/A
Net Assets69.22M
JHancock Financial Industries I
Price$18.70
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets289.77M
HSFNX vs JFIFX Comparison Chart in %
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HSFNX vs. JFIFX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 290M vs. HSFNX (69.2M). 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 : 3.28 vs. JFIFX (-1.23). HSFNX return over 5 years is better than : 67.40 vs. JFIFX (15.07).
| 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 | 5.898 | 3.831 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 290M | 24% |
| Annual Yield % from dividends | 1.19 | 1.26 | 94% |
| Returns for 1 year | 3.28 | -1.23 | -268% |
| Returns for 3 years | 1.82 | 16.92 | 11% |
| Returns for 5 years | 67.40 | 15.07 | 447% |
| Returns for 10 years | 27.28 | N/A | - |
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