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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart
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JFNIX vs. SWHFX commentary
Apr 11, 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 Hold and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. SWHFX (670M). SWHFX pays higher dividends than JFNIX: SWHFX (0.66) vs JFNIX (0.39). 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). SWHFX (-14.73) and JFNIX (-15.02) have marching annual gain over last year. JFNIX return over 5 years is better than : 13.79 vs. SWHFX (-4.46).
| 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 | -9.086 | -2.884 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 670M | 703% |
| Annual Yield % from dividends | 0.39 | 0.66 | 59% |
| Returns for 1 year | -15.02 | -14.73 | 102% |
| Returns for 3 years | -9.07 | -19.68 | 46% |
| Returns for 5 years | 13.79 | -4.46 | -309% |
| Returns for 10 years | 4.87 | -16.47 | -30% |
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