Interact to see
Advertisement
Advertisement
JFNIX vs SCHLX
JFNIX vs SCHLX Comparison
Open Charts JFNIX vs SCHLX
JFNIX vs SCHLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. SCHLX commentary
Jun 03, 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 Hold and SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. SCHLX (228M). JFNIX pays higher dividends than SCHLX: JFNIX (0.45) vs SCHLX (0.39). JFNIX was incepted earlier than SCHLX: JFNIX (17 years) vs SCHLX (28 years). SCHLX (1.05) is less costly to investors than JFNIX (0.78). JFNIX is a more actively managed with annual turnover of: 30.00 vs. SCHLX (1.00). JFNIX (2500) and SCHLX (2500) have matching initial minimum investment requirements. JFNIX annual gain was more profitable for investors over the last year : 20.51 vs. SCHLX (3.12). JFNIX return over 5 years is better than : 13.17 vs. SCHLX (-1.85).
| JFNIX | SCHLX | JFNIX / SCHLX | |
| Total Expense Ratio | 0.78 | 1.05 | 74% |
| Annual Report Gross Expense Ratio | 0.78 | 1.05 | 74% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -3.586 | -7.276 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 228M | 2,315% |
| Annual Yield % from dividends | 0.45 | 0.39 | 114% |
| Returns for 1 year | 20.51 | 3.12 | 658% |
| Returns for 3 years | 14.38 | 3.26 | 442% |
| Returns for 5 years | 13.17 | -1.85 | -713% |
| Returns for 10 years | 67.83 | 13.43 | 505% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement