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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
Jul 04, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. FPHAX (1.6B). FPHAX pays higher dividends than JFNIX: FPHAX (2.51) vs JFNIX (0.41). 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 : 47.32 vs. JFNIX (37.19). FPHAX return over 5 years is better than : 49.36 vs. JFNIX (23.14).
| 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 | 15.238 | 11.447 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 5.4B | 30% |
| Annual Yield % from dividends | 2.51 | 0.41 | 607% |
| Returns for 1 year | 47.32 | 37.19 | 127% |
| Returns for 3 years | 62.67 | 32.77 | 191% |
| Returns for 5 years | 49.36 | 23.14 | 213% |
| Returns for 10 years | 103.08 | 97.29 | 106% |
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