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FSPHX vs JFNAX
FSPHX vs JFNAX Comparison Chart
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FSPHX vs. JFNAX commentary
Apr 18, 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: 6.42B vs. JFNAX (4.71B). 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 (0.65). FSPHX is a more actively managed with annual turnover of: 46.00 vs. JFNAX (35.00). FSPHX has a lower initial minimum investment than JFNAX: FSPHX (0) vs JFNAX (2500). JFNAX (-8.08) and FSPHX (-8.31) have marching annual gain over last year. JFNAX return over 5 years is better than : 11.09 vs. FSPHX (-7.06).
| FSPHX | JFNAX | FSPHX / JFNAX | |
| Total Expense Ratio | 0.65 | 0.98 | 66% |
| Annual Report Gross Expense Ratio | 0.65 | 0.98 | 66% |
| Fund Existence | 44 years | 16 years | - |
| Gain YTD | -5.798 | -4.740 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.42B | 4.71B | 136% |
| Annual Yield % from dividends | 0.02 | 0.12 | 13% |
| Returns for 1 year | -8.31 | -8.08 | 103% |
| Returns for 3 years | -9.31 | -1.57 | 592% |
| Returns for 5 years | -7.06 | 11.09 | -64% |
| Returns for 10 years | 8.14 | 6.03 | 135% |
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