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JNGLX vs SWHFX
JNGLX vs SWHFX Comparison Chart
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JNGLX vs. SWHFX commentary
May 23, 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 JNGLX is a Buy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.66B vs. SWHFX (649M). SWHFX pays higher dividends than JNGLX: SWHFX (0.68) vs JNGLX (0.34). JNGLX was incepted earlier than SWHFX: JNGLX (26 years) vs SWHFX (25 years). JNGLX (0.80) and SWHFX (0.79) have similar cost to investors . SWHFX is a more actively managed with annual turnover of: 64.00 vs. JNGLX (35.00). SWHFX has a lower initial minimum investment than JNGLX: SWHFX (0) vs JNGLX (2500). JNGLX annual gain was more profitable for investors over the last year : -14.07 vs. SWHFX (-15.25). JNGLX return over 5 years is better than : 7.26 vs. SWHFX (-7.81).
| JNGLX | SWHFX | JNGLX / SWHFX | |
| Total Expense Ratio | 0.80 | 0.79 | 101% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -5.641 | -0.474 | 1,191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 649M | 717% |
| Annual Yield % from dividends | 0.34 | 0.68 | 51% |
| Returns for 1 year | -14.07 | -15.25 | 92% |
| Returns for 3 years | 6.93 | -9.53 | -73% |
| Returns for 5 years | 7.26 | -7.81 | -93% |
| Returns for 10 years | 7.36 | -15.48 | -48% |
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