Interact to see
Advertisement
Advertisement
FAPIX vs PHJFX
FAPIX vs PHJFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FAPIX vs. PHJFX commentary
May 26, 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 FAPIX is a Hold and PHJFX is a Hold.
FUNDAMENTALS
Fundamentals
FAPIX has more cash in the bank: 1.71B vs. PHJFX (171M). FAPIX pays higher dividends than PHJFX: FAPIX (3.19) vs PHJFX (2.91). FAPIX was incepted earlier than PHJFX: FAPIX (5 years) vs PHJFX (7 years). PHJFX (0.52) is less costly to investors than FAPIX (0.05). PHJFX is a more actively managed with annual turnover of: 24.10 vs. FAPIX (12.00). PHJFX has a lower initial minimum investment than FAPIX: PHJFX (1000) vs FAPIX (2000000000). FAPIX annual gain was more profitable for investors over the last year : 6.34 vs. PHJFX (6.00).
| FAPIX | PHJFX | FAPIX / PHJFX | |
| Total Expense Ratio | 0.05 | 0.52 | 10% |
| Annual Report Gross Expense Ratio | 0.05 | 0.52 | 10% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 2.398 | 1.955 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 1000 | 200,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 171M | 998% |
| Annual Yield % from dividends | 3.19 | 2.91 | 109% |
| Returns for 1 year | 6.34 | 6.00 | 106% |
| Returns for 3 years | 12.71 | 12.49 | 102% |
| Returns for 5 years | N/A | 12.19 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TORTX | 18.82 | 0.17 | +0.90% |
| Tortoise Energy Infrastructure TR A | |||
| GEGCX | 14.23 | 0.01 | +0.07% |
| abrdn Emerging Markets C | |||
| SHXPX | 13.37 | -0.08 | -0.59% |
| American Beacon Shapiro Equity Opps Inv | |||
| MSGCX | 10.29 | -0.07 | -0.68% |
| Meridian Small Cap Growth C | |||
| VWUSX | 70.84 | -0.63 | -0.88% |
| Vanguard US Growth Investor | |||