Interact to see
Advertisement
Advertisement
JFNIX vs LHCVX
JFNIX vs LHCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. LHCVX commentary
Aug 28, 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: 4.29B vs. LHCVX (7.51M). LHCVX pays higher dividends than JFNIX: LHCVX (0.60) vs JFNIX (0.41). 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 : -6.75 vs. JFNIX (-16.15). JFNIX return over 5 years is better than : 5.63 vs. LHCVX (4.23).
| 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 | 0.926 | 0.103 | 900% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 7.51M | 57,065% |
| Annual Yield % from dividends | 0.41 | 0.60 | 69% |
| Returns for 1 year | -16.15 | -6.75 | 239% |
| Returns for 3 years | 11.43 | 12.83 | 89% |
| Returns for 5 years | 5.63 | 4.23 | 133% |
| Returns for 10 years | 17.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement