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HGHAX vs JFNIX
HGHAX vs JFNIX Comparison Chart in %
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HGHAX vs. JFNIX commentary
Oct 19, 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 StrongBuy and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. HGHAX (785M). JFNIX pays higher dividends than HGHAX: JFNIX (0.38) vs HGHAX (0.19). 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 : -5.65 vs. HGHAX (-11.94). JFNIX return over 5 years is better than : 11.17 vs. HGHAX (-16.72).
| 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 | 3.994 | 11.511 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 4.57B | 17% |
| Annual Yield % from dividends | 0.19 | 0.38 | 50% |
| Returns for 1 year | -11.94 | -5.65 | 212% |
| Returns for 3 years | 8.76 | 24.08 | 36% |
| Returns for 5 years | -16.72 | 11.17 | -150% |
| Returns for 10 years | -2.99 | 45.88 | -7% |
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