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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart
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JFNIX vs. PHLAX commentary
Apr 10, 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 JFNIX is a Hold and PHLAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. PHLAX (1.36B). PHLAX pays higher dividends than JFNIX: PHLAX (0.80) vs JFNIX (0.39). JFNIX was incepted earlier than PHLAX: JFNIX (16 years) vs PHLAX (26 years). PHLAX (1.13) is less costly to investors than JFNIX (0.77). PHLAX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHLAX has a lower initial minimum investment than JFNIX: PHLAX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -13.48 vs. PHLAX (-24.21). JFNIX return over 5 years is better than : 15.46 vs. PHLAX (-24.74).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | 0.77 | 1.13 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.13 | 68% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -7.748 | -11.926 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 1.36B | 348% |
| Annual Yield % from dividends | 0.39 | 0.80 | 49% |
| Returns for 1 year | -13.48 | -24.21 | 56% |
| Returns for 3 years | -7.74 | -18.23 | 42% |
| Returns for 5 years | 15.46 | -24.74 | -62% |
| Returns for 10 years | 6.41 | -45.45 | -14% |
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