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ETHSX vs JFNIX
ETHSX vs JFNIX Comparison Chart in %
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ETHSX vs. JFNIX commentary
Jul 07, 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 ETHSX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. ETHSX (861M). JFNIX pays higher dividends than ETHSX: JFNIX (0.41) vs ETHSX (0.18). ETHSX was incepted earlier than JFNIX: ETHSX (40 years) vs JFNIX (16 years). ETHSX (1.20) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. ETHSX (15.00). ETHSX has a lower initial minimum investment than JFNIX: ETHSX (1000) vs JFNIX (2500). ETHSX annual gain was more profitable for investors over the last year : -9.09 vs. JFNIX (-11.72). JFNIX return over 5 years is better than : 5.15 vs. ETHSX (1.55).
| ETHSX | JFNIX | ETHSX / JFNIX | |
| Total Expense Ratio | 1.17 | 0.77 | 152% |
| Annual Report Gross Expense Ratio | 1.20 | 0.77 | 156% |
| Fund Existence | 40 years | 16 years | - |
| Gain YTD | -0.618 | -2.558 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 4.35B | 20% |
| Annual Yield % from dividends | 0.18 | 0.41 | 44% |
| Returns for 1 year | -9.09 | -11.72 | 78% |
| Returns for 3 years | -2.21 | 9.44 | -23% |
| Returns for 5 years | 1.55 | 5.15 | 30% |
| Returns for 10 years | -5.85 | 11.59 | -50% |
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