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HLHIX vs JFNIX
HLHIX vs JFNIX Comparison Chart in %
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HLHIX vs. JFNIX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. HLHIX (104M). JFNIX pays higher dividends than HLHIX: JFNIX (0.41) 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 (6.00). JFNIX has a lower initial minimum investment than HLHIX: JFNIX (2500) vs HLHIX (1000000). HLHIX annual gain was more profitable for investors over the last year : -11.45 vs. JFNIX (-14.09). JFNIX return over 5 years is better than : 5.60 vs. HLHIX (-21.91).
| 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 | -2.718 | -0.956 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 4.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -11.45 | -14.09 | 81% |
| Returns for 3 years | -11.51 | 9.36 | -123% |
| Returns for 5 years | -21.91 | 5.60 | -391% |
| Returns for 10 years | -29.70 | 7.79 | -381% |
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