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JFNIX vs SHISX
JFNIX vs SHISX Comparison Chart
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JFNIX vs. SHISX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
SHISX has more cash in the bank: 6.47B vs. JFNIX (4.66B). 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 : -12.69 vs. SHISX (-13.44). JFNIX return over 5 years is better than : 6.19 vs. SHISX (-9.80).
| 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 | -5.028 | -3.327 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 6.47B | 72% |
| Annual Yield % from dividends | 0.42 | 0.18 | 226% |
| Returns for 1 year | -12.69 | -13.44 | 94% |
| Returns for 3 years | 7.93 | -8.89 | -89% |
| Returns for 5 years | 6.19 | -9.80 | -63% |
| Returns for 10 years | 9.15 | 9.91 | 92% |
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