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JFNIX vs SCHLX
JFNIX vs SCHLX Comparison Chart in %
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JFNIX vs. SCHLX commentary
Aug 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 Buy and SCHLX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. SCHLX (230M). SCHLX pays higher dividends than JFNIX: SCHLX (0.56) vs JFNIX (0.41). 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 : -12.63 vs. JFNIX (-15.76). JFNIX return over 5 years is better than : 0.62 vs. SCHLX (-7.56).
| 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 | -3.793 | -5.346 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 230M | 1,863% |
| Annual Yield % from dividends | 0.41 | 0.56 | 73% |
| Returns for 1 year | -15.76 | -12.63 | 125% |
| Returns for 3 years | 2.89 | -1.27 | -227% |
| Returns for 5 years | 0.62 | -7.56 | -8% |
| Returns for 10 years | 8.27 | -18.47 | -45% |
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