Ad is loading...
FSPHX vs JFNAX
FSPHX vs JFNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSPHX vs. JFNAX commentary
May 09, 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 Hold and JFNAX is a Buy.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. JFNAX (4.66B). JFNAX pays higher dividends than FSPHX: JFNAX (0.13) 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). FSPHX (-11.31) and JFNAX (-11.41) have marching annual gain over last year. JFNAX return over 5 years is better than : 9.21 vs. FSPHX (-11.47).
| 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 | -7.229 | -4.755 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 4.66B | 133% |
| Annual Yield % from dividends | 0.02 | 0.13 | 14% |
| Returns for 1 year | -11.31 | -11.41 | 99% |
| Returns for 3 years | 5.18 | 13.09 | 40% |
| Returns for 5 years | -11.47 | 9.21 | -124% |
| Returns for 10 years | 8.19 | 7.89 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers