HISFX
Price
$15.24
Change
+$0.25 (+1.67%)
Updated
Oct 17 closing price
Net Assets
65.69M
JFIFX
Price
$18.31
Change
+$0.16 (+0.88%)
Updated
Oct 17 closing price
Net Assets
284.46M
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HISFX vs JFIFX

Header iconHISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFXBanner chart's image
Hennessy Small Cap Financial Instl
Price$15.24
Change+$0.25 (+1.67%)
VolumeN/A
Net Assets65.69M
JHancock Financial Industries I
Price$18.31
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets284.46M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Oct 19, 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 Hold and JFIFX is a Buy.

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FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 284M vs. HISFX (65.7M). HISFX pays higher dividends than JFIFX: HISFX (2.62) 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. JFIFX annual gain was more profitable for investors over the last year : -4.68 vs. HISFX (-4.96). HISFX return over 5 years is better than : 72.96 vs. JFIFX (15.16).
HISFXJFIFXHISFX / JFIFX
Total Expense Ratio1.290.97133%
Annual Report Gross Expense Ratio1.290.98132%
Fund Existence17 years9 years-
Gain YTD0.6601.66640%
Front LoadN/AN/A-
Min. Initial Investment250000250000100%
Min. Initial Investment IRAN/AN/A-
Net Assets65.7M284M23%
Annual Yield % from dividends2.621.26207%
Returns for 1 year-4.96-4.68106%
Returns for 3 years-3.7914.41-26%
Returns for 5 years72.9615.16481%
Returns for 10 years23.80N/A-
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