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HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
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HLHIX vs. JFNIX commentary
Nov 14, 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 HLHIX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. HLHIX (104M). JFNIX pays higher dividends than HLHIX: JFNIX (0.35) vs HLHIX (0.00). HLHIX was incepted earlier than JFNIX: HLHIX (11 years) vs JFNIX (16 years). HLHIX (1.12) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 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 : 4.56 vs. HLHIX (0.23). JFNIX return over 5 years is better than : 16.36 vs. HLHIX (-19.96).
| HLHIX | JFNIX | HLHIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.12 | 0.77 | 145% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 6.307 | 19.862 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 4.95B | 2% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 0.23 | 4.56 | 5% |
| Returns for 3 years | -1.17 | 26.73 | -4% |
| Returns for 5 years | -19.96 | 16.36 | -122% |
| Returns for 10 years | -13.29 | 55.61 | -24% |
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