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JFNIX vs LHCVX
JFNIX vs LHCVX Comparison Chart in %
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JFNIX vs. LHCVX commentary
Dec 13, 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 Hold and LHCVX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. LHCVX (9.01M). JFNIX pays higher dividends than LHCVX: JFNIX (0.32) vs LHCVX (0.00). JFNIX was incepted earlier than LHCVX: JFNIX (16 years) vs LHCVX (6 years). LHCVX (2.99) is less costly to investors than JFNIX (0.77). LHCVX is a more actively managed with annual turnover of: 88.00 vs. JFNIX (35.00). LHCVX has a lower initial minimum investment than JFNIX: LHCVX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 13.11 vs. LHCVX (12.45). LHCVX return over 5 years is better than : 21.49 vs. JFNIX (11.26).
| JFNIX | LHCVX | JFNIX / LHCVX | |
| Total Expense Ratio | 0.77 | 0.68 | 113% |
| Annual Report Gross Expense Ratio | 0.77 | 2.99 | 26% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 18.578 | 19.043 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 9.01M | 59,856% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 13.11 | 12.45 | 105% |
| Returns for 3 years | 19.25 | 31.23 | 62% |
| Returns for 5 years | 11.26 | 21.49 | 52% |
| Returns for 10 years | 53.33 | N/A | - |
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