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BHSRX vs JFNIX
BHSRX vs JFNIX Comparison Chart in %
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BHSRX vs. JFNIX commentary
Dec 27, 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 BHSRX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
BHSRX has more cash in the bank: 6.61B vs. JFNIX (5.39B). JFNIX pays higher dividends than BHSRX: JFNIX (0.32) vs BHSRX (0.02). BHSRX was incepted earlier than JFNIX: BHSRX (14 years) vs JFNIX (16 years). BHSRX (1.45) is less costly to investors than JFNIX (0.77). BHSRX is a more actively managed with annual turnover of: 43.00 vs. JFNIX (30.00). BHSRX has a lower initial minimum investment than JFNIX: BHSRX (100) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 18.56 vs. BHSRX (2.25). JFNIX return over 5 years is better than : 17.56 vs. BHSRX (-11.87).
| BHSRX | JFNIX | BHSRX / JFNIX | |
| Total Expense Ratio | 1.44 | 0.77 | 187% |
| Annual Report Gross Expense Ratio | 1.45 | 0.77 | 188% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 4.102 | 20.734 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 2500 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.61B | 5.39B | 123% |
| Annual Yield % from dividends | 0.02 | 0.32 | 5% |
| Returns for 1 year | 2.25 | 18.56 | 12% |
| Returns for 3 years | -1.30 | 23.96 | -5% |
| Returns for 5 years | -11.87 | 17.56 | -68% |
| Returns for 10 years | 29.20 | 62.41 | 47% |
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