Interact to see
Advertisement
Advertisement
HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$29.12
Change-$0.19 (-0.65%)
VolumeN/A
Net Assets72.09M
JHancock Financial Industries I
Price$19.28
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets302.97M
HSFNX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HSFNX vs. JFIFX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 303M vs. HSFNX (72.1M). JFIFX pays higher dividends than HSFNX: JFIFX (1.26) vs HSFNX (1.15). 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 (10.28) and JFIFX (9.89) have marching annual gain over last year. HSFNX return over 5 years is better than : 102.31 vs. JFIFX (24.91).
| 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 | 8.717 | 7.385 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 303M | 24% |
| Annual Yield % from dividends | 1.15 | 1.26 | 92% |
| Returns for 1 year | 10.28 | 9.89 | 104% |
| Returns for 3 years | 6.70 | 20.19 | 33% |
| Returns for 5 years | 102.31 | 24.91 | 411% |
| Returns for 10 years | 38.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement