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JFNIX vs SWHFX
JFNIX vs SWHFX Comparison Chart in %
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JFNIX vs. SWHFX commentary
Dec 05, 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 Hold and SWHFX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. SWHFX (680M). SWHFX pays higher dividends than JFNIX: SWHFX (0.61) vs JFNIX (0.32). 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 annual gain was more profitable for investors over the last year : 8.91 vs. SWHFX (0.10). JFNIX return over 5 years is better than : 15.24 vs. SWHFX (-3.05).
| 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 | 22.832 | 15.971 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 680M | 728% |
| Annual Yield % from dividends | 0.32 | 0.61 | 53% |
| Returns for 1 year | 8.91 | 0.10 | 9,193% |
| Returns for 3 years | 22.47 | -2.16 | -1,039% |
| Returns for 5 years | 15.24 | -3.05 | -500% |
| Returns for 10 years | 54.18 | 3.93 | 1,378% |
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