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JFNIX vs SHISX
JFNIX vs SHISX Comparison Chart in %
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JFNIX vs. SHISX commentary
Dec 27, 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 SHISX is a Hold.
FUNDAMENTALS
Fundamentals
SHISX has more cash in the bank: 6.61B vs. JFNIX (5.39B). JFNIX pays higher dividends than SHISX: JFNIX (0.32) vs SHISX (0.16). 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 (30.00). 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 : 18.56 vs. SHISX (2.94). JFNIX return over 5 years is better than : 17.56 vs. SHISX (-9.58).
| 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 | 20.734 | 4.808 | 431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 6.61B | 82% |
| Annual Yield % from dividends | 0.32 | 0.16 | 201% |
| Returns for 1 year | 18.56 | 2.94 | 631% |
| Returns for 3 years | 23.96 | 0.44 | 5,385% |
| Returns for 5 years | 17.56 | -9.58 | -183% |
| Returns for 10 years | 62.41 | 34.80 | 179% |
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