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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison
Open Charts JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart in %
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JFNIX vs. SWHFX commentary
Aug 03, 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: 5.81B vs. SWHFX (642M). SWHFX pays higher dividends than JFNIX: SWHFX (0.91) vs JFNIX (0.41). 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 : 36.28 vs. SWHFX (17.25). JFNIX return over 5 years is better than : 22.12 vs. SWHFX (-9.87).
| 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 | 9.549 | 3.724 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 642M | 905% |
| Annual Yield % from dividends | 0.41 | 0.91 | 46% |
| Returns for 1 year | 36.28 | 17.25 | 210% |
| Returns for 3 years | 28.29 | 6.68 | 423% |
| Returns for 5 years | 22.12 | -9.87 | -224% |
| Returns for 10 years | 82.16 | 15.81 | 520% |
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