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HLFNX vs JFIFX
HLFNX vs JFIFX Comparison
Open Charts HLFNX vs JFIFX
Hennessy Large Cap Financial Investor
Price$32.87
Change-$0.28 (-0.84%)
VolumeN/A
Net Assets31.45M
JHancock Financial Industries I
Price$13.57
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets282.13M
HLFNX vs JFIFX Comparison Chart in %
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HLFNX vs. JFIFX commentary
Jan 16, 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 HLFNX is a Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 282M vs. HLFNX (31.4M). JFIFX pays higher dividends than HLFNX: JFIFX (1.15) vs HLFNX (0.00). 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 : 9.64 vs. JFIFX (-24.12). HLFNX return over 5 years is better than : 18.12 vs. JFIFX (-23.75).
| HLFNX | JFIFX | HLFNX / JFIFX | |
| Total Expense Ratio | 1.89 | 0.97 | 195% |
| Annual Report Gross Expense Ratio | 1.89 | 0.98 | 193% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -1.083 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 282M | 11% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 9.64 | -24.12 | -40% |
| Returns for 3 years | 41.67 | -7.95 | -524% |
| Returns for 5 years | 18.12 | -23.75 | -76% |
| Returns for 10 years | 125.77 | N/A | - |
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