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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart
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JFNIX vs. PHLAX commentary
Feb 23, 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 Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5B vs. PHLAX (1.64B). JFNIX pays higher dividends than PHLAX: JFNIX (0.15) vs PHLAX (0.00). JFNIX was incepted earlier than PHLAX: JFNIX (16 years) vs PHLAX (26 years). PHLAX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (34.00). 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 : -3.63 vs. PHLAX (-10.98). JFNIX return over 5 years is better than : 17.83 vs. PHLAX (-22.98).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.425 | 3.416 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 1.64B | 304% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | -10.98 | 33% |
| Returns for 3 years | 16.12 | 7.58 | 213% |
| Returns for 5 years | 17.83 | -22.98 | -78% |
| Returns for 10 years | 30.03 | -32.84 | -91% |
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