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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. HBGHX (115M). HBGHX pays higher dividends than JFNIX: HBGHX (0.48) vs JFNIX (0.32). HBGHX was incepted earlier than JFNIX: HBGHX (26 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 (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 : 13.11 vs. HBGHX (3.40). JFNIX return over 5 years is better than : 11.26 vs. HBGHX (-28.04).
| 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 | 16 years | - |
| Gain YTD | 7.721 | 18.578 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 5.39B | 2% |
| Annual Yield % from dividends | 0.48 | 0.32 | 149% |
| Returns for 1 year | 3.40 | 13.11 | 26% |
| Returns for 3 years | 7.94 | 19.25 | 41% |
| Returns for 5 years | -28.04 | 11.26 | -249% |
| Returns for 10 years | -43.82 | 53.33 | -82% |
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