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JFNIX vs LHCSX
JFNIX vs LHCSX Comparison Chart
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JFNIX vs. LHCSX commentary
May 23, 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 LHCSX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. LHCSX (7.15M). JFNIX pays higher dividends than LHCSX: JFNIX (0.39) vs LHCSX (0.33). JFNIX was incepted earlier than LHCSX: JFNIX (16 years) vs LHCSX (6 years). LHCSX (3.34) is less costly to investors than JFNIX (0.77). LHCSX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCSX has a lower initial minimum investment than JFNIX: LHCSX (0) vs JFNIX (2500). LHCSX annual gain was more profitable for investors over the last year : -8.37 vs. JFNIX (-14.53). JFNIX return over 5 years is better than : 6.80 vs. LHCSX (2.46).
| JFNIX | LHCSX | JFNIX / LHCSX | |
| 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 | -6.248 | -8.407 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 7.15M | 65,132% |
| Annual Yield % from dividends | 0.39 | 0.33 | 118% |
| Returns for 1 year | -14.53 | -8.37 | 174% |
| Returns for 3 years | 5.71 | 6.88 | 83% |
| Returns for 5 years | 6.80 | 2.46 | 276% |
| Returns for 10 years | 7.28 | N/A | - |
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