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JFNIX vs SHISX
JFNIX vs SHISX Comparison Chart in %
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JFNIX vs. SHISX commentary
Oct 21, 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 StrongBuy and SHISX is a Hold.
FUNDAMENTALS
Fundamentals
SHISX has more cash in the bank: 6.29B vs. JFNIX (4.57B). JFNIX pays higher dividends than SHISX: JFNIX (0.38) vs SHISX (0.18). JFNIX was incepted earlier than SHISX: JFNIX (16 years) vs SHISX (21 years). SHISX (1.15) is less costly to investors than JFNIX (0.77). SHISX is a more actively managed with annual turnover of: 43.00 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than SHISX: JFNIX (2500) vs SHISX (5000). JFNIX annual gain was more profitable for investors over the last year : -5.65 vs. SHISX (-11.98). JFNIX return over 5 years is better than : 11.17 vs. SHISX (-13.70).
| JFNIX | SHISX | JFNIX / SHISX | |
| Total Expense Ratio | 0.77 | 1.15 | 67% |
| Annual Report Gross Expense Ratio | 0.77 | 1.15 | 67% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 11.511 | 0.541 | 2,127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 6.29B | 73% |
| Annual Yield % from dividends | 0.38 | 0.18 | 210% |
| Returns for 1 year | -5.65 | -11.98 | 47% |
| Returns for 3 years | 24.08 | 3.35 | 719% |
| Returns for 5 years | 11.17 | -13.70 | -82% |
| Returns for 10 years | 45.88 | 24.72 | 186% |
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