Interact to see
Advertisement
Advertisement
HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 0.660 | 1.666 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 284M | 23% |
| Annual Yield % from dividends | 2.62 | 1.26 | 207% |
| Returns for 1 year | -4.96 | -4.68 | 106% |
| Returns for 3 years | -3.79 | 14.41 | -26% |
| Returns for 5 years | 72.96 | 15.16 | 481% |
| Returns for 10 years | 23.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ETTGX | 131.55 | 0.83 | +0.63% |
| Eaton Vance Tx-Mgd Growth 1.1 A | |||
| TROSX | 15.88 | 0.02 | +0.13% |
| T. Rowe Price Overseas Stock | |||
| TSPRX | 5.70 | N/A | N/A |
| Transamerica Small Cap Growth R | |||
| IAXTX | 8.21 | -0.02 | -0.24% |
| VY® T. Rowe Price Divers Mid Cap Gr S2 | |||
| MISGX | 12.80 | -0.13 | -1.01% |
| Meridian Small Cap Growth Investor | |||