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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Aug 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 FPHAX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. FPHAX (1.05B). FPHAX pays higher dividends than JFNIX: FPHAX (1.37) vs JFNIX (0.41). FPHAX was incepted earlier than JFNIX: FPHAX (24 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FPHAX (0.67). FPHAX is a more actively managed with annual turnover of: 51.00 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 : -16.19 vs. FPHAX (-17.95). FPHAX return over 5 years is better than : 8.98 vs. JFNIX (6.00).
| FPHAX | JFNIX | FPHAX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.216 | 0.926 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 4.29B | 24% |
| Annual Yield % from dividends | 1.37 | 0.41 | 333% |
| Returns for 1 year | -17.95 | -16.19 | 111% |
| Returns for 3 years | 15.66 | 11.43 | 137% |
| Returns for 5 years | 8.98 | 6.00 | 150% |
| Returns for 10 years | 16.08 | 17.82 | 90% |
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