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BHCUX vs JFNIX
BHCUX vs JFNIX Comparison Chart in %
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BHCUX vs. JFNIX commentary
Dec 04, 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 BHCUX is a Buy and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. BHCUX (147M). JFNIX pays higher dividends than BHCUX: JFNIX (0.32) vs BHCUX (0.00). BHCUX was incepted earlier than JFNIX: BHCUX (8 years) vs JFNIX (16 years). BHCUX (0.87) is less costly to investors than JFNIX (0.77). BHCUX is a more actively managed with annual turnover of: 49.00 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than BHCUX: JFNIX (2500) vs BHCUX (5000000). JFNIX annual gain was more profitable for investors over the last year : 8.79 vs. BHCUX (4.62). BHCUX return over 5 years is better than : 23.27 vs. JFNIX (16.72).
| BHCUX | JFNIX | BHCUX / JFNIX | |
| Total Expense Ratio | 0.85 | 0.77 | 110% |
| Annual Report Gross Expense Ratio | 0.87 | 0.77 | 113% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 12.717 | 22.993 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 4.95B | 3% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | 4.62 | 8.79 | 53% |
| Returns for 3 years | 18.25 | 22.63 | 81% |
| Returns for 5 years | 23.27 | 16.72 | 139% |
| Returns for 10 years | N/A | 54.38 | - |
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