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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Aug 06, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B 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 (-15.76) and FPHAX (-16.07) have marching annual gain over last year. FPHAX return over 5 years is better than : 3.86 vs. JFNIX (1.11).
| 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 | -4.731 | -3.131 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 4.4B | 24% |
| Annual Yield % from dividends | 1.37 | 0.41 | 333% |
| Returns for 1 year | -16.07 | -15.76 | 102% |
| Returns for 3 years | 6.01 | 3.78 | 159% |
| Returns for 5 years | 3.86 | 1.11 | 346% |
| Returns for 10 years | 4.65 | 8.61 | 54% |