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HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$26.29
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets66.27M
JHancock Financial Industries I
Price$18.65
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets294.15M
HSFNX vs JFIFX Comparison Chart in %
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HSFNX vs. JFIFX commentary
Aug 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 Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 294M vs. HSFNX (66.3M). JFIFX (1.29) and HSFNX (1.28) have matching dividends . 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). JFIFX annual gain was more profitable for investors over the last year : 13.12 vs. HSFNX (7.12). HSFNX return over 5 years is better than : 76.12 vs. JFIFX (17.21).
| 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 | -1.929 | 3.109 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 294M | 23% |
| Annual Yield % from dividends | 1.28 | 1.29 | 99% |
| Returns for 1 year | 7.12 | 13.12 | 54% |
| Returns for 3 years | -5.25 | 15.06 | -35% |
| Returns for 5 years | 76.12 | 17.21 | 442% |
| Returns for 10 years | 20.20 | N/A | - |
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