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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$15.50
Change-$0.26 (-1.65%)
VolumeN/A
Net Assets67.8M
JHancock Financial Industries I
Price$18.87
Change-$0.22 (-1.15%)
VolumeN/A
Net Assets298.08M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Aug 17, 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: 298M vs. HISFX (67.8M). HISFX pays higher dividends than JFIFX: HISFX (2.81) vs JFIFX (1.29). 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. JFIFX annual gain was more profitable for investors over the last year : 9.86 vs. HISFX (8.14). HISFX return over 5 years is better than : 79.40 vs. JFIFX (18.75).
| 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 | 2.378 | 4.775 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 298M | 23% |
| Annual Yield % from dividends | 2.81 | 1.29 | 218% |
| Returns for 1 year | 8.14 | 9.86 | 83% |
| Returns for 3 years | -7.46 | 9.57 | -78% |
| Returns for 5 years | 79.40 | 18.75 | 423% |
| Returns for 10 years | 26.45 | N/A | - |
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