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JFNIX vs SBHIX
JFNIX vs SBHIX Comparison Chart
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JFNIX vs. SBHIX commentary
Apr 18, 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: 4.71B vs. SBHIX (9.96M). JFNIX pays higher dividends than SBHIX: JFNIX (0.39) vs SBHIX (0.00). JFNIX was incepted earlier than SBHIX: JFNIX (16 years) vs SBHIX (22 years). SBHIX (2.32) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SBHIX (17.00). 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 : -1.11 vs. JFNIX (-7.78). JFNIX return over 5 years is better than : 12.94 vs. SBHIX (-1.07).
| JFNIX | SBHIX | JFNIX / SBHIX | |
| Total Expense Ratio | 0.77 | 2.32 | 33% |
| Annual Report Gross Expense Ratio | 0.77 | 2.32 | 33% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -4.690 | -1.416 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 9.96M | 47,305% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -7.78 | -1.11 | 701% |
| Returns for 3 years | -0.70 | -9.94 | 7% |
| Returns for 5 years | 12.94 | -1.07 | -1,215% |
| Returns for 10 years | 9.62 | -33.65 | -29% |
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