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JFNIX vs LHCVX
JFNIX vs LHCVX Comparison Chart in %
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JFNIX vs. LHCVX commentary
Sep 17, 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 LHCVX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. LHCVX (7.6M). LHCVX pays higher dividends than JFNIX: LHCVX (0.55) vs JFNIX (0.39). JFNIX was incepted earlier than LHCVX: JFNIX (16 years) vs LHCVX (6 years). LHCVX (2.99) is less costly to investors than JFNIX (0.77). LHCVX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCVX has a lower initial minimum investment than JFNIX: LHCVX (0) vs JFNIX (2500). LHCVX annual gain was more profitable for investors over the last year : -5.65 vs. JFNIX (-15.60). JFNIX return over 5 years is better than : 4.29 vs. LHCVX (2.67).
| JFNIX | LHCVX | JFNIX / LHCVX | |
| Total Expense Ratio | 0.77 | 0.68 | 113% |
| Annual Report Gross Expense Ratio | 0.77 | 2.99 | 26% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 1.588 | 1.287 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 7.6M | 59,013% |
| Annual Yield % from dividends | 0.39 | 0.55 | 70% |
| Returns for 1 year | -15.60 | -5.65 | 276% |
| Returns for 3 years | 11.79 | 15.84 | 74% |
| Returns for 5 years | 4.29 | 2.67 | 160% |
| Returns for 10 years | 17.66 | N/A | - |
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