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JNGLX vs SWHFX
JNGLX vs SWHFX Comparison Chart in %
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JNGLX vs. SWHFX commentary
Jul 26, 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: 4.4B vs. SWHFX (644M). SWHFX pays higher dividends than JNGLX: SWHFX (0.70) vs JNGLX (0.36). JNGLX was incepted earlier than SWHFX: JNGLX (27 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 (-14.43) and SWHFX (-14.45) have marching annual gain over last year. JNGLX return over 5 years is better than : 4.98 vs. SWHFX (-9.56).
| JNGLX | SWHFX | JNGLX / SWHFX | |
| Total Expense Ratio | 0.80 | 0.79 | 101% |
| Annual Report Gross Expense Ratio | 0.80 | 0.79 | 101% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -1.326 | 2.626 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 644M | 684% |
| Annual Yield % from dividends | 0.36 | 0.70 | 51% |
| Returns for 1 year | -14.43 | -14.45 | 100% |
| Returns for 3 years | 8.83 | -7.99 | -110% |
| Returns for 5 years | 4.98 | -9.56 | -52% |
| Returns for 10 years | 6.80 | -14.56 | -47% |
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