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JFNAX vs JFNIX
JFNAX vs JFNIX Comparison Chart
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JFNAX vs. JFNIX commentary
Apr 04, 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 JFNAX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNAX (4.95B) and JFNIX (4.95B) have equal amount of cash in the bank . JFNIX pays higher dividends than JFNAX: JFNIX (0.39) vs JFNAX (0.12). JFNAX was incepted earlier than JFNIX: JFNAX (16 years) vs JFNIX (16 years). JFNAX (0.98) is less costly to investors than JFNIX (0.77). JFNAX (35.00) and JFNIX (35.00) have comparable annual turnover. JFNAX (2500) and JFNIX (2500) have matching initial minimum investment requirements. JFNIX (-6.78) and JFNAX (-7.11) have marching annual gain over last year. JFNIX return over 5 years is better than : 35.56 vs. JFNAX (33.32).
| JFNAX | JFNIX | JFNAX / JFNIX | |
| Total Expense Ratio | 0.98 | 0.77 | 127% |
| Annual Report Gross Expense Ratio | 0.98 | 0.77 | 127% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | -0.121 | -0.074 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 4.95B | 100% |
| Annual Yield % from dividends | 0.12 | 0.39 | 32% |
| Returns for 1 year | -7.11 | -6.78 | 105% |
| Returns for 3 years | 1.71 | 2.62 | 65% |
| Returns for 5 years | 33.32 | 35.56 | 94% |
| Returns for 10 years | 15.20 | 19.10 | 80% |
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