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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
Jun 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: 5.28B vs. SWHFX (607M). SWHFX pays higher dividends than JFNIX: SWHFX (0.97) vs JFNIX (0.45). 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 : 20.51 vs. SWHFX (6.67). JFNIX return over 5 years is better than : 13.17 vs. SWHFX (-9.17).
| 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 | -3.586 | -4.430 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 607M | 870% |
| Annual Yield % from dividends | 0.45 | 0.97 | 46% |
| Returns for 1 year | 20.51 | 6.67 | 307% |
| Returns for 3 years | 14.38 | 0.19 | 7,604% |
| Returns for 5 years | 13.17 | -9.17 | -144% |
| Returns for 10 years | 67.83 | 10.56 | 643% |
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