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FSPHX vs JFNAX
FSPHX vs JFNAX Comparison Chart in %
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FSPHX vs. JFNAX commentary
Jun 20, 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: 5.86B vs. JFNAX (4.35B). 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 annual gain was more profitable for investors over the last year : -11.97 vs. JFNAX (-13.34). JFNAX return over 5 years is better than : 3.29 vs. FSPHX (-16.76).
| 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 | -7.853 | -4.046 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 4.35B | 135% |
| Annual Yield % from dividends | 0.02 | 0.13 | 14% |
| Returns for 1 year | -11.97 | -13.34 | 90% |
| Returns for 3 years | 7.01 | 15.59 | 45% |
| Returns for 5 years | -16.76 | 3.29 | -510% |
| Returns for 10 years | 4.89 | 5.09 | 96% |
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