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JNGLX vs SWHFX
JNGLX vs SWHFX Comparison Chart in %
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JNGLX vs. SWHFX commentary
Jul 05, 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 StrongBuy and SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.35B vs. SWHFX (646M). 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 annual gain was more profitable for investors over the last year : -11.75 vs. SWHFX (-13.04). JNGLX return over 5 years is better than : 4.91 vs. SWHFX (-8.97).
| 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 | -2.563 | 1.421 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 646M | 673% |
| Annual Yield % from dividends | 0.36 | 0.70 | 51% |
| Returns for 1 year | -11.75 | -13.04 | 90% |
| Returns for 3 years | 9.32 | -7.64 | -122% |
| Returns for 5 years | 4.91 | -8.97 | -55% |
| Returns for 10 years | 10.95 | -12.89 | -85% |