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FAKTX vs PHJMX
FAKTX vs PHJMX Comparison Chart in %
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FAKTX vs. PHJMX commentary
Oct 21, 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 FAKTX is a Hold and PHJMX is a Hold.
FUNDAMENTALS
Fundamentals
FAKTX has more cash in the bank: 4.74B vs. PHJMX (462M). PHJMX (2.69) and FAKTX (2.66) have matching dividends . FAKTX was incepted earlier than PHJMX: FAKTX (12 years) vs PHJMX (8 years). FAKTX (0.66) is less costly to investors than PHJMX (0.49). PHJMX is a more actively managed with annual turnover of: 23.80 vs. FAKTX (6.00). FAKTX has a lower initial minimum investment than PHJMX: FAKTX (250) vs PHJMX (1000). PHJMX annual gain was more profitable for investors over the last year : 7.74 vs. FAKTX (7.28). FAKTX return over 5 years is better than : 22.06 vs. PHJMX (18.13).
| FAKTX | PHJMX | FAKTX / PHJMX | |
| Total Expense Ratio | 0.66 | 0.49 | 135% |
| Annual Report Gross Expense Ratio | 0.66 | 0.49 | 135% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 11.881 | 9.752 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 462M | 1,026% |
| Annual Yield % from dividends | 2.66 | 2.69 | 99% |
| Returns for 1 year | 7.28 | 7.74 | 94% |
| Returns for 3 years | 31.80 | 29.95 | 106% |
| Returns for 5 years | 22.06 | 18.13 | 122% |
| Returns for 10 years | 38.20 | N/A | - |
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