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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Sep 29, 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 HBGHX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. HBGHX (102M). HBGHX pays higher dividends than JFNIX: HBGHX (0.57) vs JFNIX (0.39). HBGHX was incepted earlier than JFNIX: HBGHX (25 years) vs JFNIX (16 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 (35.00). 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 : -12.95 vs. HBGHX (-19.21). JFNIX return over 5 years is better than : 7.72 vs. HBGHX (-32.33).
| HBGHX | JFNIX | HBGHX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -8.679 | 2.587 | -335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 4.49B | 2% |
| Annual Yield % from dividends | 0.57 | 0.39 | 147% |
| Returns for 1 year | -19.21 | -12.95 | 148% |
| Returns for 3 years | 4.13 | 20.17 | 20% |
| Returns for 5 years | -32.33 | 7.72 | -419% |
| Returns for 10 years | -47.10 | 39.91 | -118% |
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