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JFNIX vs LHCTX
JFNIX vs LHCTX Comparison
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JFNIX vs LHCTX Comparison Chart in %
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JFNIX vs. LHCTX commentary
Jun 04, 2026
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: 5.28B vs. LHCTX (8M). JFNIX pays higher dividends than LHCTX: JFNIX (0.45) vs LHCTX (0.38). JFNIX was incepted earlier than LHCTX: JFNIX (17 years) vs LHCTX (7 years). LHCTX (3.23) is less costly to investors than JFNIX (0.78). LHCTX is a more actively managed with annual turnover of: 91.00 vs. JFNIX (30.00). LHCTX has a lower initial minimum investment than JFNIX: LHCTX (0) vs JFNIX (2500). JFNIX (20.51) and LHCTX (20.05) have marching annual gain over last year. JFNIX (13.17) and LHCTX (12.94) have equivalent 5 years return.
| JFNIX | LHCTX | JFNIX / LHCTX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.78 | 3.23 | 24% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | -3.586 | -4.266 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 8M | 66,029% |
| Annual Yield % from dividends | 0.45 | 0.38 | 117% |
| Returns for 1 year | 20.51 | 20.05 | 102% |
| Returns for 3 years | 14.38 | 19.58 | 73% |
| Returns for 5 years | 13.17 | 12.94 | 102% |
| Returns for 10 years | 67.83 | N/A | - |
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