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ETCHX vs JFNIX
ETCHX vs JFNIX Comparison Chart
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ETCHX vs. JFNIX commentary
Jun 16, 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 Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. ETCHX (1.15B). JFNIX pays higher dividends than ETCHX: JFNIX (0.42) vs ETCHX (0.00). ETCHX was incepted earlier than JFNIX: ETCHX (12 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 : -2.83 vs. JFNIX (-11.95). JFNIX return over 5 years is better than : 13.84 vs. ETCHX (-23.76).
| ETCHX | JFNIX | ETCHX / JFNIX | |
| Total Expense Ratio | 2.32 | 0.77 | 301% |
| Annual Report Gross Expense Ratio | 2.32 | 0.77 | 301% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 1.163 | -1.691 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 4.35B | 26% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -2.83 | -11.95 | 24% |
| Returns for 3 years | 32.41 | 20.86 | 155% |
| Returns for 5 years | -23.76 | 13.84 | -172% |
| Returns for 10 years | 18.77 | 13.00 | 144% |
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