Interact to see
Advertisement
Advertisement
ERHSX vs JFNIX
ERHSX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERHSX vs. JFNIX commentary
Sep 09, 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 ERHSX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. ERHSX (811M). JFNIX pays higher dividends than ERHSX: JFNIX (0.39) vs ERHSX (0.00). ERHSX was incepted earlier than JFNIX: ERHSX (22 years) vs JFNIX (16 years). ERHSX (1.45) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. ERHSX (15.00). 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 : -12.88 vs. ERHSX (-15.24). JFNIX return over 5 years is better than : 10.19 vs. ERHSX (0.71).
| ERHSX | JFNIX | ERHSX / JFNIX | |
| Total Expense Ratio | 1.42 | 0.77 | 184% |
| Annual Report Gross Expense Ratio | 1.45 | 0.77 | 188% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | -0.141 | 3.852 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 4.29B | 19% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -15.24 | -12.88 | 118% |
| Returns for 3 years | 5.13 | 17.02 | 30% |
| Returns for 5 years | 0.71 | 10.19 | 7% |
| Returns for 10 years | 1.26 | 22.06 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IJPTX | 14.96 | 0.14 | +0.94% |
| VY® JPMorgan Emerging Markets Equity S2 | |||
| PGLEX | 19.15 | 0.09 | +0.47% |
| Putnam Focused International Equity R6 | |||
| FFANX | 13.97 | 0.04 | +0.29% |
| Fidelity Asset Manager 40% | |||
| OMGCX | 27.10 | N/A | N/A |
| JPMorgan Mid Cap Growth C | |||
| AFAVX | 14.42 | N/A | N/A |
| AMG River Road Focused Absolute Value I | |||