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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart in %
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HGHAX vs. JFNIX commentary
Sep 28, 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 HGHAX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. HGHAX (738M). JFNIX pays higher dividends than HGHAX: JFNIX (0.39) vs HGHAX (0.20). HGHAX was incepted earlier than JFNIX: HGHAX (25 years) vs JFNIX (16 years). HGHAX (1.29) is less costly to investors than JFNIX (0.77). HGHAX is a more actively managed with annual turnover of: 40.00 vs. JFNIX (35.00). HGHAX has a lower initial minimum investment than JFNIX: HGHAX (2000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -12.95 vs. HGHAX (-18.46). JFNIX return over 5 years is better than : 7.72 vs. HGHAX (-17.18).
| HGHAX | JFNIX | HGHAX / JFNIX | |
| Total Expense Ratio | 1.29 | 0.77 | 168% |
| Annual Report Gross Expense Ratio | 1.29 | 0.77 | 168% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -2.931 | 2.587 | -113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 4.49B | 16% |
| Annual Yield % from dividends | 0.20 | 0.39 | 51% |
| Returns for 1 year | -18.46 | -12.95 | 143% |
| Returns for 3 years | 6.14 | 20.17 | 30% |
| Returns for 5 years | -17.18 | 7.72 | -222% |
| Returns for 10 years | -4.44 | 39.91 | -11% |
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