Interact to see
Advertisement
Advertisement
JFNIX vs PHLAX
JFNIX vs PHLAX Comparison
Open Charts JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHLAX commentary
Jul 25, 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 JFNIX is a Hold and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHLAX (1.49B). JFNIX pays higher dividends than PHLAX: JFNIX (0.41) vs PHLAX (0.10). JFNIX was incepted earlier than PHLAX: JFNIX (17 years) vs PHLAX (27 years). PHLAX (1.15) is less costly to investors than JFNIX (0.78). PHLAX is a more actively managed with annual turnover of: 81.00 vs. JFNIX (30.00). 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 : 32.36 vs. PHLAX (17.17). JFNIX return over 5 years is better than : 21.14 vs. PHLAX (-29.39).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.15 | 68% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 8.982 | 8.688 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.49B | 391% |
| Annual Yield % from dividends | 0.41 | 0.10 | 395% |
| Returns for 1 year | 32.36 | 17.17 | 188% |
| Returns for 3 years | 27.11 | 8.92 | 304% |
| Returns for 5 years | 21.14 | -29.39 | -72% |
| Returns for 10 years | 84.19 | 1.50 | 5,625% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement