Interact to see
Advertisement
Advertisement
JFNIX vs SWHFX
JFNIX vs SWHFX Comparison
Open Charts JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. SWHFX commentary
Sep 13, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 6.03B vs. SWHFX (634M). SWHFX pays higher dividends than JFNIX: SWHFX (0.88) vs JFNIX (0.40). JFNIX was incepted earlier than SWHFX: JFNIX (17 years) vs SWHFX (26 years). SWHFX (0.80) and JFNIX (0.78) have similar cost to investors . SWHFX is a more actively managed with annual turnover of: 41.00 vs. JFNIX (30.00). 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 : 25.37 vs. SWHFX (9.05). JFNIX return over 5 years is better than : 18.87 vs. SWHFX (-10.75).
| JFNIX | SWHFX | JFNIX / SWHFX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 8.834 | 3.802 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 634M | 952% |
| Annual Yield % from dividends | 0.40 | 0.88 | 46% |
| Returns for 1 year | 25.37 | 9.05 | 280% |
| Returns for 3 years | 28.63 | 6.43 | 445% |
| Returns for 5 years | 18.87 | -10.75 | -176% |
| Returns for 10 years | 86.97 | 21.13 | 412% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement