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JFNIX vs SCHLX
JFNIX vs SCHLX Comparison Chart
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JFNIX vs. SCHLX commentary
Feb 23, 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: 5B vs. SCHLX (275M). 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). JFNIX (2500) and SCHLX (2500) have matching initial minimum investment requirements. SCHLX annual gain was more profitable for investors over the last year : 1.84 vs. JFNIX (-3.63). JFNIX return over 5 years is better than : 17.83 vs. SCHLX (9.79).
| 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 | 5.425 | 6.036 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 275M | 1,817% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | 1.84 | -197% |
| Returns for 3 years | 16.12 | 13.37 | 121% |
| Returns for 5 years | 17.83 | 9.79 | 182% |
| Returns for 10 years | 30.03 | -2.14 | -1,406% |
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