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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$13.84
Change-$0.41 (-2.88%)
VolumeN/A
Net Assets62.77M
JHancock Financial Industries I
Price$18.16
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
HISFX vs JFIFX Comparison Chart
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HISFX vs. JFIFX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 292M vs. HISFX (62.8M). HISFX pays higher dividends than JFIFX: HISFX (2.95) 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. HISFX (13.68) and JFIFX (13.35) have marching annual gain over last year. HISFX return over 5 years is better than : 67.53 vs. JFIFX (22.38).
| 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 | -8.587 | 0.833 | -1,031% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 292M | 22% |
| Annual Yield % from dividends | 2.95 | 1.30 | 227% |
| Returns for 1 year | 13.68 | 13.35 | 102% |
| Returns for 3 years | -3.93 | 18.78 | -21% |
| Returns for 5 years | 67.53 | 22.38 | 302% |
| Returns for 10 years | 14.12 | N/A | - |
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