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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart
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JFNIX vs. SWHFX commentary
Jan 19, 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: 4.78B vs. SWHFX (697M). 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 (1000000). JFNIX annual gain was more profitable for investors over the last year : -3.13 vs. SWHFX (-8.46). JFNIX return over 5 years is better than : 12.85 vs. SWHFX (-9.09).
| 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 | -0.044 | 1.248 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 697M | 686% |
| Annual Yield % from dividends | 0.15 | 0.79 | 18% |
| Returns for 1 year | -3.13 | -8.46 | 37% |
| Returns for 3 years | 8.32 | -10.18 | -82% |
| Returns for 5 years | 12.85 | -9.09 | -141% |
| Returns for 10 years | 30.00 | -6.09 | -493% |
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