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JFNIX vs LHCTX
JFNIX vs LHCTX Comparison Chart in %
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JFNIX vs. LHCTX commentary
Jul 07, 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 JFNIX is a Buy and LHCTX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. LHCTX (7.31M). LHCTX pays higher dividends than JFNIX: LHCTX (0.59) vs JFNIX (0.41). JFNIX was incepted earlier than LHCTX: JFNIX (16 years) vs LHCTX (6 years). LHCTX (3.09) is less costly to investors than JFNIX (0.77). LHCTX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCTX has a lower initial minimum investment than JFNIX: LHCTX (0) vs JFNIX (2500). LHCTX annual gain was more profitable for investors over the last year : -4.46 vs. JFNIX (-11.72). JFNIX (5.15) and LHCTX (5.02) have equivalent 5 years return.
| JFNIX | LHCTX | JFNIX / LHCTX | |
| Total Expense Ratio | 0.77 | 0.78 | 99% |
| Annual Report Gross Expense Ratio | 0.77 | 3.09 | 25% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -2.558 | -4.188 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 7.31M | 59,532% |
| Annual Yield % from dividends | 0.41 | 0.59 | 69% |
| Returns for 1 year | -11.72 | -4.46 | 263% |
| Returns for 3 years | 9.44 | 10.96 | 86% |
| Returns for 5 years | 5.15 | 5.02 | 103% |
| Returns for 10 years | 11.59 | N/A | - |
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