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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart in %
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JFNIX vs. SWHFX commentary
Jan 15, 2026
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 SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. SWHFX (679M). SWHFX pays higher dividends than JFNIX: SWHFX (0.94) vs JFNIX (0.45). JFNIX was incepted earlier than SWHFX: JFNIX (17 years) vs SWHFX (26 years). SWHFX (0.79) and JFNIX (0.77) have similar cost to investors . SWHFX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (30.00). SWHFX has a lower initial minimum investment than JFNIX: SWHFX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 20.94 vs. SWHFX (10.45). JFNIX return over 5 years is better than : 15.67 vs. SWHFX (-0.12).
| JFNIX | SWHFX | JFNIX / SWHFX | |
| Total Expense Ratio | 0.77 | 0.79 | 97% |
| Annual Report Gross Expense Ratio | 0.77 | 0.79 | 97% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 1.207 | 1.529 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 679M | 789% |
| Annual Yield % from dividends | 0.45 | 0.94 | 48% |
| Returns for 1 year | 20.94 | 10.45 | 200% |
| Returns for 3 years | 22.61 | 0.93 | 2,422% |
| Returns for 5 years | 15.67 | -0.12 | -13,338% |
| Returns for 10 years | 86.67 | 27.53 | 315% |
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