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HSFNX vs JFIFX
HSFNX vs JFIFX Comparison
Open Charts HSFNX vs JFIFX
Hennessy Small Cap Financial Investor
Price$30.62
Change+$0.65 (+2.17%)
VolumeN/A
Net Assets72.66M
JHancock Financial Industries I
Price$19.35
Change+$0.24 (+1.26%)
VolumeN/A
Net Assets294.62M
HSFNX vs JFIFX Comparison Chart in %
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HSFNX vs. JFIFX commentary
Dec 04, 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 HSFNX is a Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 295M vs. HSFNX (72.7M). JFIFX pays higher dividends than HSFNX: JFIFX (1.26) vs HSFNX (1.14). HSFNX was incepted earlier than JFIFX: HSFNX (29 years) vs JFIFX (9 years). HSFNX (1.63) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HSFNX (54.00). HSFNX has a lower initial minimum investment than JFIFX: HSFNX (2500) vs JFIFX (250000). HSFNX annual gain was more profitable for investors over the last year : -3.15 vs. JFIFX (-8.10). HSFNX return over 5 years is better than : 45.89 vs. JFIFX (7.11).
| HSFNX | JFIFX | HSFNX / JFIFX | |
| Total Expense Ratio | 1.63 | 0.97 | 168% |
| Annual Report Gross Expense Ratio | 1.63 | 0.98 | 166% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 11.758 | 6.219 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 295M | 25% |
| Annual Yield % from dividends | 1.14 | 1.26 | 90% |
| Returns for 1 year | -3.15 | -8.10 | 39% |
| Returns for 3 years | 3.58 | 12.34 | 29% |
| Returns for 5 years | 45.89 | 7.11 | 645% |
| Returns for 10 years | 27.46 | N/A | - |
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