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
Apr 10, 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 Hold and SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. SCHLX (257M). SCHLX pays higher dividends than JFNIX: SCHLX (0.52) vs JFNIX (0.39). JFNIX was incepted earlier than SCHLX: JFNIX (16 years) vs SCHLX (27 years). SCHLX (1.06) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SCHLX (1.00). JFNIX (2500) and SCHLX (2500) have matching initial minimum investment requirements. SCHLX annual gain was more profitable for investors over the last year : -5.63 vs. JFNIX (-13.48). JFNIX return over 5 years is better than : 15.46 vs. SCHLX (8.72).
| JFNIX | SCHLX | JFNIX / SCHLX | |
| Total Expense Ratio | 0.77 | 1.06 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 1.06 | 73% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -7.748 | -3.868 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 257M | 1,834% |
| Annual Yield % from dividends | 0.39 | 0.52 | 76% |
| Returns for 1 year | -13.48 | -5.63 | 240% |
| Returns for 3 years | -7.74 | -8.15 | 95% |
| Returns for 5 years | 15.46 | 8.72 | 177% |
| Returns for 10 years | 6.41 | -15.01 | -43% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers