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JFNAX vs VGHCX
JFNAX vs VGHCX Comparison Chart
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JFNAX vs. VGHCX commentary
May 09, 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 VGHCX is a Hold.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 38.2B vs. JFNAX (4.66B). VGHCX pays higher dividends than JFNAX: VGHCX (0.86) vs JFNAX (0.13). JFNAX was incepted earlier than VGHCX: JFNAX (16 years) vs VGHCX (41 years). JFNAX (0.98) is less costly to investors than VGHCX (0.35). JFNAX is a more actively managed with annual turnover of: 35.00 vs. VGHCX (29.00). JFNAX has a lower initial minimum investment than VGHCX: JFNAX (2500) vs VGHCX (3000). JFNAX annual gain was more profitable for investors over the last year : -11.41 vs. VGHCX (-18.14). JFNAX return over 5 years is better than : 9.96 vs. VGHCX (-14.23).
| JFNAX | VGHCX | JFNAX / VGHCX | |
| Total Expense Ratio | 0.98 | 0.35 | 280% |
| Annual Report Gross Expense Ratio | 0.98 | 0.35 | 280% |
| Fund Existence | 16 years | 41 years | - |
| Gain YTD | -4.106 | -5.494 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 38.2B | 12% |
| Annual Yield % from dividends | 0.13 | 0.86 | 15% |
| Returns for 1 year | -11.41 | -18.14 | 63% |
| Returns for 3 years | 9.19 | -12.67 | -73% |
| Returns for 5 years | 9.96 | -14.23 | -70% |
| Returns for 10 years | 9.08 | -24.25 | -37% |
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