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JFNIX vs LHCAX
JFNIX vs LHCAX Comparison Chart
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JFNIX vs. LHCAX commentary
May 05, 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 JFNIX is a Buy and LHCAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. LHCAX (7.5M). JFNIX pays higher dividends than LHCAX: JFNIX (0.39) vs LHCAX (0.33). JFNIX was incepted earlier than LHCAX: JFNIX (16 years) vs LHCAX (6 years). LHCAX (3.34) is less costly to investors than JFNIX (0.77). LHCAX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCAX has a lower initial minimum investment than JFNIX: LHCAX (1500) vs JFNIX (2500). LHCAX annual gain was more profitable for investors over the last year : -1.79 vs. JFNIX (-5.76). JFNIX return over 5 years is better than : 20.23 vs. LHCAX (16.69).
| JFNIX | LHCAX | JFNIX / LHCAX | |
| Total Expense Ratio | 0.77 | 1.03 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 3.34 | 23% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -0.029 | -4.123 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1500 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 7.5M | 62,807% |
| Annual Yield % from dividends | 0.39 | 0.33 | 120% |
| Returns for 1 year | -5.76 | -1.79 | 323% |
| Returns for 3 years | 11.85 | 9.67 | 123% |
| Returns for 5 years | 20.23 | 16.69 | 121% |
| Returns for 10 years | 20.70 | N/A | - |
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