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FPTKX vs PHJMX
FPTKX vs PHJMX Comparison Chart in %
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FPTKX vs. PHJMX commentary
Oct 21, 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 FPTKX is a Hold and PHJMX is a Hold.
FUNDAMENTALS
Fundamentals
FPTKX has more cash in the bank: 4.4B vs. PHJMX (462M). FPTKX pays higher dividends than PHJMX: FPTKX (2.89) vs PHJMX (2.69). FPTKX was incepted earlier than PHJMX: FPTKX (8 years) vs PHJMX (8 years). PHJMX (0.49) is less costly to investors than FPTKX (0.26). PHJMX is a more actively managed with annual turnover of: 23.80 vs. FPTKX (14.00). FPTKX has a lower initial minimum investment than PHJMX: FPTKX (0) vs PHJMX (1000). PHJMX annual gain was more profitable for investors over the last year : 7.74 vs. FPTKX (7.16). PHJMX return over 5 years is better than : 18.13 vs. FPTKX (7.83).
| FPTKX | PHJMX | FPTKX / PHJMX | |
| Total Expense Ratio | 0.26 | 0.49 | 53% |
| Annual Report Gross Expense Ratio | 0.26 | 0.49 | 53% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 10.173 | 9.752 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 462M | 951% |
| Annual Yield % from dividends | 2.89 | 2.69 | 107% |
| Returns for 1 year | 7.16 | 7.74 | 92% |
| Returns for 3 years | 35.64 | 29.95 | 119% |
| Returns for 5 years | 7.83 | 18.13 | 43% |
| Returns for 10 years | N/A | N/A | - |
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