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JDMAX vs PHSKX
JDMAX vs PHSKX Comparison
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JDMAX vs PHSKX Comparison Chart in %
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JDMAX vs. PHSKX commentary
Jul 31, 2026
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 JDMAX is a Buy and PHSKX is a Buy.
FUNDAMENTALS
Fundamentals
JDMAX has more cash in the bank: 22.4B vs. PHSKX (386M). JDMAX (0.00) and PHSKX (0.00) have matching dividends . JDMAX was incepted earlier than PHSKX: JDMAX (17 years) vs PHSKX (51 years). PHSKX (1.26) is less costly to investors than JDMAX (1.14). PHSKX is a more actively managed with annual turnover of: 27.00 vs. JDMAX (17.00). JDMAX (6%) and PHSKX (6%) have equivalent initial investment costs. JDMAX (2500) and PHSKX (2500) have matching initial minimum investment requirements. JDMAX annual gain was more profitable for investors over the last year : 1.39 vs. PHSKX (-39.19). JDMAX return over 5 years is better than : -16.22 vs. PHSKX (-47.12).
| JDMAX | PHSKX | JDMAX / PHSKX | |
| Total Expense Ratio | 1.14 | 1.26 | 90% |
| Annual Report Gross Expense Ratio | 1.14 | 1.26 | 90% |
| Fund Existence | 17 years | 51 years | - |
| Gain YTD | 7.316 | -4.611 | -159% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 386M | 5,803% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.39 | -39.19 | -4% |
| Returns for 3 years | 8.87 | -31.04 | -29% |
| Returns for 5 years | -16.22 | -47.12 | 34% |
| Returns for 10 years | 54.30 | 62.62 | 87% |
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