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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart
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FPHAX vs. JFNIX commentary
Apr 25, 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: 4.71B 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 : -7.60 vs. FPHAX (-10.15). JFNIX return over 5 years is better than : 12.66 vs. FPHAX (6.99).
| 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 | -7.383 | -3.484 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 4.71B | 25% |
| Annual Yield % from dividends | 1.20 | 0.39 | 306% |
| Returns for 1 year | -10.15 | -7.60 | 134% |
| Returns for 3 years | 3.33 | 3.11 | 107% |
| Returns for 5 years | 6.99 | 12.66 | 55% |
| Returns for 10 years | 6.36 | 13.06 | 49% |