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JNGLX vs SWHFX
JNGLX vs SWHFX Comparison Chart in %
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JNGLX vs. SWHFX commentary
Sep 07, 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: 4.29B vs. SWHFX (636M). SWHFX pays higher dividends than JNGLX: SWHFX (0.69) vs JNGLX (0.34). 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 annual gain was more profitable for investors over the last year : -12.92 vs. SWHFX (-16.56). JNGLX return over 5 years is better than : 9.94 vs. SWHFX (-8.64).
| 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 | 3.830 | 4.133 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 636M | 674% |
| Annual Yield % from dividends | 0.34 | 0.69 | 49% |
| Returns for 1 year | -12.92 | -16.56 | 78% |
| Returns for 3 years | 16.87 | -0.52 | -3,247% |
| Returns for 5 years | 9.94 | -8.64 | -115% |
| Returns for 10 years | 21.35 | -7.43 | -287% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| BND | 74.27 | 0.35 | +0.47% |
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