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JFNIX vs SBHIX
JFNIX vs SBHIX Comparison Chart
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JFNIX vs. SBHIX commentary
Feb 23, 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 SBHIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5B vs. SBHIX (10.8M). JFNIX pays higher dividends than SBHIX: JFNIX (0.15) vs SBHIX (0.00). JFNIX was incepted earlier than SBHIX: JFNIX (16 years) vs SBHIX (22 years). SBHIX is a more actively managed with annual turnover of: 58.00 vs. JFNIX (34.00). SBHIX has a lower initial minimum investment than JFNIX: SBHIX (250) vs JFNIX (2500). SBHIX annual gain was more profitable for investors over the last year : -0.38 vs. JFNIX (-3.63). JFNIX return over 5 years is better than : 17.83 vs. SBHIX (-1.63).
| JFNIX | SBHIX | JFNIX / SBHIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 5.425 | 4.115 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 10.8M | 46,269% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | -0.38 | 953% |
| Returns for 3 years | 16.12 | 3.75 | 430% |
| Returns for 5 years | 17.83 | -1.63 | -1,093% |
| Returns for 10 years | 30.03 | -28.89 | -104% |
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