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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$16.61
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets72.56M
JHancock Financial Industries I
Price$19.15
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets299.92M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 300M vs. HISFX (72.6M). HISFX pays higher dividends than JFIFX: HISFX (2.52) vs JFIFX (1.26). 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 : 13.05 vs. JFIFX (10.60). HISFX return over 5 years is better than : 106.01 vs. JFIFX (23.53).
| 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 | 9.709 | 6.330 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6M | 300M | 24% |
| Annual Yield % from dividends | 2.52 | 1.26 | 201% |
| Returns for 1 year | 13.05 | 10.60 | 123% |
| Returns for 3 years | 6.50 | 15.74 | 41% |
| Returns for 5 years | 106.01 | 23.53 | 451% |
| Returns for 10 years | 39.75 | N/A | - |
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