Interact to see
Advertisement
Advertisement
HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$15.83
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets68.25M
JHancock Financial Industries I
Price$18.91
Change-$0.28 (-1.46%)
VolumeN/A
Net Assets290.74M
HISFX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HISFX vs. JFIFX commentary
Nov 14, 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: 291M vs. HISFX (68.3M). HISFX pays higher dividends than JFIFX: HISFX (2.65) vs JFIFX (1.30). 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 : -5.71 vs. HISFX (-8.60). HISFX return over 5 years is better than : 47.50 vs. JFIFX (11.22).
| 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 | 5.614 | 6.552 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3M | 291M | 23% |
| Annual Yield % from dividends | 2.65 | 1.30 | 203% |
| Returns for 1 year | -8.60 | -5.71 | 150% |
| Returns for 3 years | -2.46 | 13.08 | -19% |
| Returns for 5 years | 47.50 | 11.22 | 423% |
| Returns for 10 years | 26.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement