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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$15.63
Change+$0.22 (+1.43%)
VolumeN/A
Net Assets70.45M
JHancock Financial Industries I
Price$19.42
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets311.81M
HISFX vs JFIFX Comparison Chart in %
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HISFX 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 HISFX is a Buy and JFIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 312M vs. HISFX (70.4M). HISFX pays higher dividends than JFIFX: HISFX (2.84) vs JFIFX (1.27). HISFX was incepted earlier than JFIFX: HISFX (17 years) vs JFIFX (9 years). HISFX (1.29) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). HISFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. HISFX annual gain was more profitable for investors over the last year : 22.60 vs. JFIFX (17.66). HISFX return over 5 years is better than : 100.82 vs. JFIFX (31.54).
| HISFX | JFIFX | HISFX / JFIFX | |
| Total Expense Ratio | 1.29 | 0.97 | 133% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 3.236 | 7.829 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 312M | 23% |
| Annual Yield % from dividends | 2.84 | 1.27 | 224% |
| Returns for 1 year | 22.60 | 17.66 | 128% |
| Returns for 3 years | 7.17 | 25.91 | 28% |
| Returns for 5 years | 100.82 | 31.54 | 320% |
| Returns for 10 years | 29.43 | N/A | - |
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