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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Feb 05, 2026
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 HBGHX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. HBGHX (114M). HBGHX pays higher dividends than JFNIX: HBGHX (0.48) vs JFNIX (0.45). HBGHX was incepted earlier than JFNIX: HBGHX (26 years) vs JFNIX (17 years). HBGHX (1.18) is less costly to investors than JFNIX (0.77). HBGHX is a more actively managed with annual turnover of: 42.00 vs. JFNIX (30.00). HBGHX has a lower initial minimum investment than JFNIX: HBGHX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 15.19 vs. HBGHX (2.23). JFNIX return over 5 years is better than : 15.70 vs. HBGHX (-31.35).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | -0.451 | 1.023 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 5.36B | 2% |
| Annual Yield % from dividends | 0.48 | 0.45 | 109% |
| Returns for 1 year | 2.23 | 15.19 | 15% |
| Returns for 3 years | 11.53 | 23.89 | 48% |
| Returns for 5 years | -31.35 | 15.70 | -200% |
| Returns for 10 years | -33.95 | 99.38 | -34% |
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