Interact to see
Advertisement
Advertisement
FSHCX vs JFNIX
FSHCX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSHCX 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 FSHCX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. FSHCX (971M). FSHCX pays higher dividends than JFNIX: FSHCX (0.61) vs JFNIX (0.41). FSHCX was incepted earlier than JFNIX: FSHCX (39 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FSHCX (0.67). FSHCX is a more actively managed with annual turnover of: 56.00 vs. JFNIX (35.00). FSHCX has a lower initial minimum investment than JFNIX: FSHCX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -11.72 vs. FSHCX (-19.07). JFNIX return over 5 years is better than : 5.15 vs. FSHCX (-7.80).
| FSHCX | JFNIX | FSHCX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | -3.184 | -2.558 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 4.35B | 22% |
| Annual Yield % from dividends | 0.61 | 0.41 | 150% |
| Returns for 1 year | -19.07 | -11.72 | 163% |
| Returns for 3 years | -23.03 | 9.44 | -244% |
| Returns for 5 years | -7.80 | 5.15 | -151% |
| Returns for 10 years | 5.98 | 11.59 | 52% |