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ETCHX vs JFNIX
ETCHX vs JFNIX Comparison Chart in %
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ETCHX vs. JFNIX commentary
Jul 06, 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 ETCHX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. ETCHX (1.14B). JFNIX pays higher dividends than ETCHX: JFNIX (0.41) vs ETCHX (0.00). ETCHX was incepted earlier than JFNIX: ETCHX (13 years) vs JFNIX (16 years). ETCHX (2.32) is less costly to investors than JFNIX (0.77). ETCHX is a more actively managed with annual turnover of: 71.00 vs. JFNIX (35.00). ETCHX has a lower initial minimum investment than JFNIX: ETCHX (1000) vs JFNIX (2500). ETCHX annual gain was more profitable for investors over the last year : 1.43 vs. JFNIX (-11.72). JFNIX return over 5 years is better than : 5.15 vs. ETCHX (-26.58).
| ETCHX | JFNIX | ETCHX / JFNIX | |
| Total Expense Ratio | 2.32 | 0.77 | 301% |
| Annual Report Gross Expense Ratio | 2.32 | 0.77 | 301% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 1.813 | -2.558 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 4.35B | 26% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 1.43 | -11.72 | -12% |
| Returns for 3 years | 20.92 | 9.44 | 222% |
| Returns for 5 years | -26.58 | 5.15 | -516% |
| Returns for 10 years | 17.61 | 11.59 | 152% |
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