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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$35.58
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets32.19M
JHancock Financial Industries I
Price$19.09
Change-$0.30 (-1.55%)
VolumeN/A
Net Assets304.71M
HILFX vs JFIFX Comparison Chart in %
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HILFX vs. JFIFX commentary
Sep 07, 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 StrongBuy and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 305M vs. HILFX (32.2M). JFIFX pays higher dividends than HILFX: JFIFX (1.26) vs HILFX (0.64). 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 : 38.72 vs. JFIFX (8.16). HILFX return over 5 years is better than : 51.93 vs. JFIFX (21.51).
| 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 | 19.717 | 5.997 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.2M | 305M | 11% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | 38.72 | 8.16 | 474% |
| Returns for 3 years | 49.44 | 20.74 | 238% |
| Returns for 5 years | 51.93 | 21.51 | 241% |
| Returns for 10 years | 103.17 | N/A | - |