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JFNAX vs VHCIX
JFNAX vs VHCIX Comparison Chart
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JFNAX vs. VHCIX 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 VHCIX is a Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.3B vs. JFNAX (4.66B). VHCIX pays higher dividends than JFNAX: VHCIX (1.56) vs JFNAX (0.13). JFNAX was incepted earlier than VHCIX: JFNAX (16 years) vs VHCIX (21 years). JFNAX (0.98) is less costly to investors than VHCIX (0.09). JFNAX is a more actively managed with annual turnover of: 35.00 vs. VHCIX (4.00). JFNAX has a lower initial minimum investment than VHCIX: JFNAX (2500) vs VHCIX (100000). VHCIX annual gain was more profitable for investors over the last year : -6.10 vs. JFNAX (-11.41). VHCIX return over 5 years is better than : 29.62 vs. JFNAX (9.96).
| JFNAX | VHCIX | JFNAX / VHCIX | |
| Total Expense Ratio | 0.98 | 0.09 | 1,089% |
| Annual Report Gross Expense Ratio | 0.98 | 0.09 | 1,089% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | -4.106 | -3.326 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 18.3B | 25% |
| Annual Yield % from dividends | 0.13 | 1.56 | 8% |
| Returns for 1 year | -11.41 | -6.10 | 187% |
| Returns for 3 years | 9.19 | 3.33 | 276% |
| Returns for 5 years | 9.96 | 29.62 | 34% |
| Returns for 10 years | 9.08 | 79.75 | 11% |
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