Interact to see
Advertisement
Advertisement
JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. SWHFX 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 SWHFX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. SWHFX (646M). SWHFX pays higher dividends than JFNIX: SWHFX (0.70) vs JFNIX (0.41). JFNIX was incepted earlier than SWHFX: JFNIX (16 years) vs SWHFX (25 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 (35.00). SWHFX has a lower initial minimum investment than JFNIX: SWHFX (0) vs JFNIX (2500). JFNIX (-14.09) and SWHFX (-14.09) have marching annual gain over last year. JFNIX return over 5 years is better than : 5.60 vs. SWHFX (-9.18).
| JFNIX | SWHFX | JFNIX / SWHFX | |
| Total Expense Ratio | 0.77 | 0.79 | 97% |
| Annual Report Gross Expense Ratio | 0.77 | 0.79 | 97% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -0.956 | 3.056 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 646M | 681% |
| Annual Yield % from dividends | 0.41 | 0.70 | 58% |
| Returns for 1 year | -14.09 | -14.09 | 100% |
| Returns for 3 years | 9.36 | -7.61 | -123% |
| Returns for 5 years | 5.60 | -9.18 | -61% |
| Returns for 10 years | 7.79 | -14.20 | -55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers