Ad is loading...
FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPHAX vs. JFNIX commentary
Apr 04, 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 FPHAX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. FPHAX (1.19B). FPHAX pays higher dividends than JFNIX: FPHAX (1.20) vs JFNIX (0.39). FPHAX was incepted earlier than JFNIX: FPHAX (24 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FPHAX (0.70). FPHAX is a more actively managed with annual turnover of: 44.00 vs. JFNIX (35.00). FPHAX has a lower initial minimum investment than JFNIX: FPHAX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -6.78 vs. FPHAX (-7.91). JFNIX return over 5 years is better than : 35.56 vs. FPHAX (26.60).
| FPHAX | JFNIX | FPHAX / JFNIX | |
| Total Expense Ratio | 0.70 | 0.77 | 91% |
| Annual Report Gross Expense Ratio | 0.70 | 0.77 | 91% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -1.380 | -0.074 | 1,878% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 4.95B | 24% |
| Annual Yield % from dividends | 1.20 | 0.39 | 306% |
| Returns for 1 year | -7.91 | -6.78 | 117% |
| Returns for 3 years | 6.85 | 2.62 | 262% |
| Returns for 5 years | 26.60 | 35.56 | 75% |
| Returns for 10 years | 11.39 | 19.10 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...