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JFNIX vs LHCTX
JFNIX vs LHCTX Comparison Chart in %
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JFNIX vs. LHCTX commentary
Nov 20, 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 Hold and LHCTX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. LHCTX (8.81M). LHCTX pays higher dividends than JFNIX: LHCTX (0.51) vs JFNIX (0.35). JFNIX was incepted earlier than LHCTX: JFNIX (16 years) vs LHCTX (6 years). LHCTX (3.09) is less costly to investors than JFNIX (0.77). LHCTX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCTX has a lower initial minimum investment than JFNIX: LHCTX (0) vs JFNIX (2500). LHCTX annual gain was more profitable for investors over the last year : 15.71 vs. JFNIX (11.21). JFNIX return over 5 years is better than : 18.02 vs. LHCTX (10.49).
| JFNIX | LHCTX | JFNIX / LHCTX | |
| Total Expense Ratio | 0.77 | 0.78 | 99% |
| Annual Report Gross Expense Ratio | 0.77 | 3.09 | 25% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 20.715 | 17.115 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 8.81M | 56,181% |
| Annual Yield % from dividends | 0.35 | 0.51 | 69% |
| Returns for 1 year | 11.21 | 15.71 | 71% |
| Returns for 3 years | 27.06 | 32.24 | 84% |
| Returns for 5 years | 18.02 | 10.49 | 172% |
| Returns for 10 years | 52.57 | N/A | - |
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