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JFNIX vs LHCTX
JFNIX vs LHCTX Comparison Chart
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JFNIX vs. LHCTX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. LHCTX (6.93M). LHCTX pays higher dividends than JFNIX: LHCTX (0.60) vs JFNIX (0.39). JFNIX was incepted earlier than LHCTX: JFNIX (16 years) vs LHCTX (6 years). LHCTX (3.28) 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 : -10.25 vs. JFNIX (-12.63). JFNIX return over 5 years is better than : 15.83 vs. LHCTX (13.97).
| JFNIX | LHCTX | JFNIX / LHCTX | |
| Total Expense Ratio | 0.77 | 0.78 | 99% |
| Annual Report Gross Expense Ratio | 0.77 | 3.28 | 23% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -7.454 | -11.789 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 6.93M | 67,979% |
| Annual Yield % from dividends | 0.39 | 0.60 | 66% |
| Returns for 1 year | -12.63 | -10.25 | 123% |
| Returns for 3 years | -4.56 | -7.09 | 64% |
| Returns for 5 years | 15.83 | 13.97 | 113% |
| Returns for 10 years | 6.68 | N/A | - |
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