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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart
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JFNIX vs. SWHFX 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 SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5B vs. SWHFX (724M). SWHFX pays higher dividends than JFNIX: SWHFX (0.79) vs JFNIX (0.15). JFNIX was incepted earlier than SWHFX: JFNIX (16 years) vs SWHFX (25 years). SWHFX is a more actively managed with annual turnover of: 53.00 vs. JFNIX (34.00). SWHFX has a lower initial minimum investment than JFNIX: SWHFX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -3.63 vs. SWHFX (-7.51). JFNIX return over 5 years is better than : 17.83 vs. SWHFX (-2.50).
| JFNIX | SWHFX | JFNIX / SWHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 5.425 | 7.318 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 724M | 690% |
| Annual Yield % from dividends | 0.15 | 0.79 | 18% |
| Returns for 1 year | -3.63 | -7.51 | 48% |
| Returns for 3 years | 16.12 | -1.04 | -1,547% |
| Returns for 5 years | 17.83 | -2.50 | -714% |
| Returns for 10 years | 30.03 | -3.71 | -808% |
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