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JFNIX vs SHISX
JFNIX vs SHISX Comparison Chart in %
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JFNIX vs. SHISX commentary
Jun 27, 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 SHISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHISX has more cash in the bank: 6.44B vs. JFNIX (4.35B). JFNIX pays higher dividends than SHISX: JFNIX (0.42) vs SHISX (0.18). JFNIX was incepted earlier than SHISX: JFNIX (16 years) vs SHISX (20 years). SHISX (1.14) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHISX (27.00). JFNIX has a lower initial minimum investment than SHISX: JFNIX (2500) vs SHISX (5000). JFNIX annual gain was more profitable for investors over the last year : -13.68 vs. SHISX (-14.81). JFNIX return over 5 years is better than : 7.96 vs. SHISX (-5.99).
| JFNIX | SHISX | JFNIX / SHISX | |
| Total Expense Ratio | 0.77 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.14 | 68% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | -2.676 | -1.895 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 6.44B | 68% |
| Annual Yield % from dividends | 0.42 | 0.18 | 226% |
| Returns for 1 year | -13.68 | -14.81 | 92% |
| Returns for 3 years | 9.16 | -8.12 | -113% |
| Returns for 5 years | 7.96 | -5.99 | -133% |
| Returns for 10 years | 10.34 | 8.61 | 120% |
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