Ad is loading...
JFNIX vs SCHLX
JFNIX vs SCHLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. SCHLX commentary
Jan 19, 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 SCHLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. SCHLX (268M). JFNIX pays higher dividends than SCHLX: JFNIX (0.15) vs SCHLX (0.00). JFNIX was incepted earlier than SCHLX: JFNIX (16 years) vs SCHLX (27 years). JFNIX is a more actively managed with annual turnover of: 34.00 vs. SCHLX (27.00). SCHLX has a lower initial minimum investment than JFNIX: SCHLX (2500) vs JFNIX (1000000). SCHLX annual gain was more profitable for investors over the last year : 3.16 vs. JFNIX (-3.13). JFNIX return over 5 years is better than : 12.85 vs. SCHLX (5.13).
| JFNIX | SCHLX | JFNIX / SCHLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -0.044 | 2.045 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 268M | 1,783% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.13 | 3.16 | -99% |
| Returns for 3 years | 8.32 | 5.20 | 160% |
| Returns for 5 years | 12.85 | 5.13 | 251% |
| Returns for 10 years | 30.00 | -2.13 | -1,410% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers