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HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
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HLHIX vs. JFNIX 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 HLHIX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. HLHIX (99.8M). JFNIX pays higher dividends than HLHIX: JFNIX (0.45) vs HLHIX (0.00). HLHIX was incepted earlier than JFNIX: HLHIX (11 years) vs JFNIX (17 years). HLHIX (1.15) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 30.00 vs. HLHIX (8.00). JFNIX has a lower initial minimum investment than HLHIX: JFNIX (2500) vs HLHIX (1000000). JFNIX annual gain was more profitable for investors over the last year : 15.19 vs. HLHIX (-2.21). JFNIX return over 5 years is better than : 15.70 vs. HLHIX (-15.93).
| HLHIX | JFNIX | HLHIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.15 | 0.77 | 149% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | -3.789 | 1.023 | -370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.8M | 5.36B | 2% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | -2.21 | 15.19 | -15% |
| Returns for 3 years | -0.24 | 23.89 | -1% |
| Returns for 5 years | -15.93 | 15.70 | -101% |
| Returns for 10 years | 18.46 | 99.38 | 19% |
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