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JFNIX vs SHISX
JFNIX vs SHISX Comparison Chart in %
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JFNIX vs. SHISX commentary
Jul 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 StrongBuy and SHISX is a Buy.
FUNDAMENTALS
Fundamentals
SHISX has more cash in the bank: 6.31B vs. JFNIX (4.4B). JFNIX pays higher dividends than SHISX: JFNIX (0.41) vs SHISX (0.18). JFNIX was incepted earlier than SHISX: JFNIX (16 years) vs SHISX (21 years). SHISX (1.14) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. SHISX (27.00). 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 : -14.09 vs. SHISX (-16.26). JFNIX return over 5 years is better than : 5.60 vs. SHISX (-15.67).
| JFNIX | SHISX | JFNIX / SHISX | |
| Total Expense Ratio | 0.77 | 1.14 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.14 | 68% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | -0.956 | -6.177 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 6.31B | 70% |
| Annual Yield % from dividends | 0.41 | 0.18 | 225% |
| Returns for 1 year | -14.09 | -16.26 | 87% |
| Returns for 3 years | 9.36 | -6.97 | -134% |
| Returns for 5 years | 5.60 | -15.67 | -36% |
| Returns for 10 years | 7.79 | 1.85 | 420% |
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