Interact to see
Advertisement
Advertisement
FSPHX vs JFNAX
FSPHX vs JFNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. JFNAX commentary
Oct 08, 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 FSPHX is a Buy and JFNAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 5.96B vs. JFNAX (4.49B). JFNAX pays higher dividends than FSPHX: JFNAX (0.12) vs FSPHX (0.02). FSPHX was incepted earlier than JFNAX: FSPHX (44 years) vs JFNAX (16 years). JFNAX (0.98) is less costly to investors than FSPHX (0.63). FSPHX is a more actively managed with annual turnover of: 40.00 vs. JFNAX (35.00). FSPHX has a lower initial minimum investment than JFNAX: FSPHX (0) vs JFNAX (2500). JFNAX annual gain was more profitable for investors over the last year : -6.06 vs. FSPHX (-9.53). JFNAX return over 5 years is better than : 7.28 vs. FSPHX (-14.37).
| FSPHX | JFNAX | FSPHX / JFNAX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 0.98 | 64% |
| Fund Existence | 44 years | 16 years | - |
| Gain YTD | 3.303 | 8.771 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 4.49B | 133% |
| Annual Yield % from dividends | 0.02 | 0.12 | 14% |
| Returns for 1 year | -9.53 | -6.06 | 157% |
| Returns for 3 years | 7.01 | 22.99 | 30% |
| Returns for 5 years | -14.37 | 7.28 | -197% |
| Returns for 10 years | 36.08 | 36.20 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement