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JFNIX vs LHCVX
JFNIX vs LHCVX Comparison Chart
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JFNIX vs. LHCVX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. LHCVX (7.31M). LHCVX pays higher dividends than JFNIX: LHCVX (0.61) vs JFNIX (0.42). 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 : -5.62 vs. JFNIX (-13.19). JFNIX return over 5 years is better than : 8.18 vs. LHCVX (7.23).
| 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 | -3.528 | -5.198 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 7.31M | 63,723% |
| Annual Yield % from dividends | 0.42 | 0.61 | 69% |
| Returns for 1 year | -13.19 | -5.62 | 235% |
| Returns for 3 years | 10.68 | 11.35 | 94% |
| Returns for 5 years | 8.18 | 7.23 | 113% |
| Returns for 10 years | 11.48 | N/A | - |
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