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ERHSX vs JFNIX
ERHSX vs JFNIX Comparison Chart in %
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ERHSX vs. JFNIX commentary
Feb 05, 2026
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 ERHSX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. ERHSX (855M). JFNIX pays higher dividends than ERHSX: JFNIX (0.45) vs ERHSX (0.20). ERHSX was incepted earlier than JFNIX: ERHSX (22 years) vs JFNIX (17 years). ERHSX (1.46) is less costly to investors than JFNIX (0.77). ERHSX (30.00) and JFNIX (30.00) have comparable annual turnover. ERHSX has a lower initial minimum investment than JFNIX: ERHSX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 15.19 vs. ERHSX (-3.58). JFNIX return over 5 years is better than : 15.70 vs. ERHSX (2.90).
| ERHSX | JFNIX | ERHSX / JFNIX | |
| Total Expense Ratio | 1.43 | 0.77 | 186% |
| Annual Report Gross Expense Ratio | 1.46 | 0.77 | 190% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | -0.410 | 1.023 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 5.36B | 16% |
| Annual Yield % from dividends | 0.20 | 0.45 | 46% |
| Returns for 1 year | -3.58 | 15.19 | -24% |
| Returns for 3 years | 5.66 | 23.89 | 24% |
| Returns for 5 years | 2.90 | 15.70 | 18% |
| Returns for 10 years | 32.82 | 99.38 | 33% |
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