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HBGHX vs JFNIX
HBGHX vs JFNIX Comparison Chart in %
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HBGHX vs. JFNIX commentary
Aug 18, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. HBGHX (102M). JFNIX pays higher dividends than HBGHX: JFNIX (0.41) vs HBGHX (0.00). 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 : -14.21 vs. HBGHX (-16.13). JFNIX return over 5 years is better than : 5.30 vs. HBGHX (-43.47).
| 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 | -4.739 | 0.897 | -528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 4.29B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -16.13 | -14.21 | 114% |
| Returns for 3 years | -28.38 | 6.34 | -448% |
| Returns for 5 years | -43.47 | 5.30 | -820% |
| Returns for 10 years | -58.66 | 12.82 | -457% |
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