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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$31.12
Change-$0.76 (-2.38%)
VolumeN/A
Net Assets29.39M
JHancock Financial Industries I
Price$18.16
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
HILFX vs JFIFX Comparison Chart
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HILFX vs. JFIFX commentary
Jun 15, 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 HILFX is a Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 292M vs. HILFX (29.4M). JFIFX pays higher dividends than HILFX: JFIFX (1.30) vs HILFX (0.73). HILFX was incepted earlier than JFIFX: HILFX (10 years) vs JFIFX (9 years). HILFX (1.57) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HILFX (37.00). HILFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. HILFX annual gain was more profitable for investors over the last year : 29.66 vs. JFIFX (13.35). HILFX return over 5 years is better than : 44.41 vs. JFIFX (22.38).
| HILFX | JFIFX | HILFX / JFIFX | |
| Total Expense Ratio | 1.57 | 0.97 | 162% |
| Annual Report Gross Expense Ratio | 1.57 | 0.98 | 160% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 4.711 | 0.833 | 566% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 292M | 10% |
| Annual Yield % from dividends | 0.73 | 1.30 | 56% |
| Returns for 1 year | 29.66 | 13.35 | 222% |
| Returns for 3 years | 37.51 | 18.78 | 200% |
| Returns for 5 years | 44.41 | 22.38 | 198% |
| Returns for 10 years | 63.97 | N/A | - |
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