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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. FPHAX (1.08B). FPHAX pays higher dividends than JFNIX: FPHAX (1.29) 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 (0.67). 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). FPHAX (-14.55) and JFNIX (-14.93) have marching annual gain over last year. FPHAX return over 5 years is better than : 8.43 vs. JFNIX (3.73).
| 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 | 1.126 | 1.573 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 4.49B | 24% |
| Annual Yield % from dividends | 1.29 | 0.39 | 331% |
| Returns for 1 year | -14.55 | -14.93 | 97% |
| Returns for 3 years | 19.30 | 11.77 | 164% |
| Returns for 5 years | 8.43 | 3.73 | 226% |
| Returns for 10 years | 18.20 | 17.64 | 103% |
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