Interact to see
Advertisement
Advertisement
JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. SWHFX commentary
Jun 14, 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: 4.35B vs. SWHFX (660M). SWHFX pays higher dividends than JFNIX: SWHFX (0.71) vs JFNIX (0.42). JFNIX was incepted earlier than SWHFX: JFNIX (16 years) vs SWHFX (25 years). SWHFX (0.79) and JFNIX (0.77) have similar cost to investors . SWHFX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (35.00). 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 : -11.95 vs. SWHFX (-13.29). JFNIX return over 5 years is better than : 13.84 vs. SWHFX (-3.02).
| JFNIX | SWHFX | JFNIX / SWHFX | |
| Total Expense Ratio | 0.77 | 0.79 | 97% |
| Annual Report Gross Expense Ratio | 0.77 | 0.79 | 97% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -1.691 | 2.497 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 660M | 659% |
| Annual Yield % from dividends | 0.42 | 0.71 | 59% |
| Returns for 1 year | -11.95 | -13.29 | 90% |
| Returns for 3 years | 20.86 | 0.31 | 6,647% |
| Returns for 5 years | 13.84 | -3.02 | -458% |
| Returns for 10 years | 13.00 | -11.65 | -112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers