HLFNX
Price
$34.88
Change
+$0.72 (+2.11%)
Updated
Oct 20 closing price
Net Assets
30.9M
JFIFX
Price
$18.56
Change
+$0.25 (+1.37%)
Updated
Oct 20 closing price
Net Assets
284.46M
Interact to see
Advertisement

HLFNX vs JFIFX

Header iconHLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFXBanner chart's image
Hennessy Large Cap Financial Investor
Price$34.88
Change+$0.72 (+2.11%)
VolumeN/A
Net Assets30.9M
JHancock Financial Industries I
Price$18.56
Change+$0.25 (+1.37%)
VolumeN/A
Net Assets284.46M
HLFNX vs JFIFX Comparison Chart in %
View a ticker or compare two or three
VS
HLFNX vs. JFIFX commentary
Oct 21, 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 HLFNX is a Hold and JFIFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 284M vs. HLFNX (30.9M). JFIFX pays higher dividends than HLFNX: JFIFX (1.26) vs HLFNX (0.47). HLFNX was incepted earlier than JFIFX: HLFNX (29 years) vs JFIFX (9 years). HLFNX (1.89) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). HLFNX has a lower initial minimum investment than JFIFX: HLFNX (2500) vs JFIFX (250000). HLFNX annual gain was more profitable for investors over the last year : 25.21 vs. JFIFX (-2.93). HLFNX return over 5 years is better than : 48.83 vs. JFIFX (17.15).
HLFNXJFIFXHLFNX / JFIFX
Total Expense Ratio1.890.97195%
Annual Report Gross Expense Ratio1.890.98193%
Fund Existence29 years9 years-
Gain YTD18.5593.054608%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9M284M11%
Annual Yield % from dividends0.471.2637%
Returns for 1 year25.21-2.93-862%
Returns for 3 years52.0619.36269%
Returns for 5 years48.8317.15285%
Returns for 10 years93.55N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DINIX24.330.34
+1.42%
BNY Mellon International Stock Index I
LZUSX18.140.24
+1.34%
Lazard US Equity Focus Instl
SEHAX16.310.16
+0.99%
SEI US Equity Factor Allocation A (SIIT)
TROIX15.990.11
+0.69%
T. Rowe Price Overseas Stock I
IAXIX11.26N/A
N/A
VY® T. Rowe Price Divers Mid Cap Gr I