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HILFX vs JFIFX
HILFX vs JFIFX Comparison
Open Charts HILFX vs JFIFX
Hennessy Large Cap Financial Instl
Price$35.03
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets32.89M
JHancock Financial Industries I
Price$19.42
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets311.81M
HILFX vs JFIFX Comparison Chart in %
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HILFX vs. JFIFX commentary
Jul 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 Buy and JFIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 312M vs. HILFX (32.9M). JFIFX pays higher dividends than HILFX: JFIFX (1.27) vs HILFX (0.66). 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 : 41.91 vs. JFIFX (17.66). HILFX return over 5 years is better than : 62.41 vs. JFIFX (31.54).
| 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 | 17.867 | 7.829 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 312M | 11% |
| Annual Yield % from dividends | 0.66 | 1.27 | 52% |
| Returns for 1 year | 41.91 | 17.66 | 237% |
| Returns for 3 years | 52.82 | 25.91 | 204% |
| Returns for 5 years | 62.41 | 31.54 | 198% |
| Returns for 10 years | 87.80 | N/A | - |
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