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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison
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FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Jun 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. FPHAX (1.5B). FPHAX pays higher dividends than JFNIX: FPHAX (2.66) vs JFNIX (0.45). FPHAX was incepted earlier than JFNIX: FPHAX (25 years) vs JFNIX (17 years). JFNIX (0.78) is less costly to investors than FPHAX (0.67). FPHAX is a more actively managed with annual turnover of: 77.00 vs. JFNIX (30.00). FPHAX has a lower initial minimum investment than JFNIX: FPHAX (0) vs JFNIX (2500). FPHAX annual gain was more profitable for investors over the last year : 36.20 vs. JFNIX (20.51). FPHAX return over 5 years is better than : 43.13 vs. JFNIX (13.17).
| FPHAX | JFNIX | FPHAX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.78 | 86% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 4.141 | -3.586 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 5.28B | 28% |
| Annual Yield % from dividends | 2.66 | 0.45 | 595% |
| Returns for 1 year | 36.20 | 20.51 | 177% |
| Returns for 3 years | 45.56 | 14.38 | 317% |
| Returns for 5 years | 43.13 | 13.17 | 327% |
| Returns for 10 years | 81.16 | 67.83 | 120% |
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