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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart
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JFNIX vs. PHLAX commentary
Nov 18, 2024
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 StrongSell and PHLAX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.5B vs. PHLAX (1.68B). JFNIX pays higher dividends than PHLAX: JFNIX (0.15) vs PHLAX (0.00). JFNIX was incepted earlier than PHLAX: JFNIX (15 years) vs PHLAX (25 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 (1000000). JFNIX annual gain was more profitable for investors over the last year : 14.74 vs. PHLAX (11.85). JFNIX return over 5 years is better than : 26.79 vs. PHLAX (-7.94).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.391 | 8.073 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 1.68B | 327% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 14.74 | 11.85 | 124% |
| Returns for 3 years | -1.06 | -27.10 | 4% |
| Returns for 5 years | 26.79 | -7.94 | -338% |
| Returns for 10 years | 39.70 | -23.95 | -166% |
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