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
Jun 24, 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: 5.4B vs. SWHFX (612M). 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 : 28.33 vs. SWHFX (8.29). JFNIX return over 5 years is better than : 15.52 vs. SWHFX (-11.07).
| 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 | 2.464 | -3.528 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 612M | 882% |
| Annual Yield % from dividends | 0.45 | 0.97 | 46% |
| Returns for 1 year | 28.33 | 8.29 | 342% |
| Returns for 3 years | 20.68 | 0.41 | 5,046% |
| Returns for 5 years | 15.52 | -11.07 | -140% |
| Returns for 10 years | 90.58 | 16.93 | 535% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement