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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$16.74
Change+$0.69 (+4.30%)
VolumeN/A
Net Assets76.37M
JHancock Financial Industries I
Price$13.73
Change-$5.10 (-27.08%)
VolumeN/A
Net Assets283.44M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Feb 05, 2026
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: 283M vs. HISFX (76.4M). HISFX pays higher dividends than JFIFX: HISFX (2.01) vs JFIFX (1.15). HISFX was incepted earlier than JFIFX: HISFX (18 years) vs JFIFX (9 years). HISFX (1.29) is less costly to investors than JFIFX (0.98). HISFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. HISFX annual gain was more profitable for investors over the last year : 11.17 vs. JFIFX (-26.83). HISFX return over 5 years is better than : 26.24 vs. JFIFX (-23.78).
| HISFX | JFIFX | HISFX / JFIFX | |
| Total Expense Ratio | 1.29 | 0.97 | 133% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 9.843 | 1.179 | 835% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 283M | 27% |
| Annual Yield % from dividends | 2.01 | 1.15 | 175% |
| Returns for 1 year | 11.17 | -26.83 | -42% |
| Returns for 3 years | 13.73 | -8.52 | -161% |
| Returns for 5 years | 26.24 | -23.78 | -110% |
| Returns for 10 years | 64.39 | N/A | - |
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