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JFNIX vs SCHLX
JFNIX vs SCHLX Comparison
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JFNIX vs SCHLX Comparison Chart in %
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JFNIX vs. SCHLX commentary
Aug 23, 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: 5.81B vs. SCHLX (275M). JFNIX pays higher dividends than SCHLX: JFNIX (0.42) vs SCHLX (0.37). JFNIX was incepted earlier than SCHLX: JFNIX (17 years) vs SCHLX (28 years). SCHLX (1.07) 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 : 34.66 vs. SCHLX (15.66). JFNIX return over 5 years is better than : 26.14 vs. SCHLX (2.77).
| JFNIX | SCHLX | JFNIX / SCHLX | |
| Total Expense Ratio | 0.78 | 1.07 | 73% |
| Annual Report Gross Expense Ratio | 0.78 | 1.07 | 73% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 14.145 | 7.668 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 275M | 2,111% |
| Annual Yield % from dividends | 0.42 | 0.37 | 113% |
| Returns for 1 year | 34.66 | 15.66 | 221% |
| Returns for 3 years | 35.88 | 18.04 | 199% |
| Returns for 5 years | 26.14 | 2.77 | 945% |
| Returns for 10 years | 90.06 | 27.15 | 332% |
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