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JFNIX vs SBHIX
JFNIX vs SBHIX Comparison
Open Charts JFNIX vs SBHIX
JFNIX vs SBHIX Comparison Chart in %
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JFNIX vs. SBHIX commentary
Sep 02, 2026
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: 6.03B vs. SBHIX (11.6M). JFNIX pays higher dividends than SBHIX: JFNIX (0.40) vs SBHIX (0.00). JFNIX was incepted earlier than SBHIX: JFNIX (17 years) vs SBHIX (24 years). SBHIX (2.60) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 vs. SBHIX (22.00). SBHIX has a lower initial minimum investment than JFNIX: SBHIX (250) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 32.24 vs. SBHIX (25.41). JFNIX return over 5 years is better than : 19.73 vs. SBHIX (15.16).
| JFNIX | SBHIX | JFNIX / SBHIX | |
| Total Expense Ratio | 0.78 | 2.60 | 30% |
| Annual Report Gross Expense Ratio | 0.78 | 2.60 | 30% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 12.827 | 11.683 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 11.6M | 52,017% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 32.24 | 25.41 | 127% |
| Returns for 3 years | 32.52 | 26.01 | 125% |
| Returns for 5 years | 19.73 | 15.16 | 130% |
| Returns for 10 years | 94.22 | -8.58 | -1,098% |
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