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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison
Open Charts JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
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JFNIX vs. PHLAX commentary
Jun 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 Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. PHLAX (1.39B). JFNIX pays higher dividends than PHLAX: JFNIX (0.45) vs PHLAX (0.11). 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 : 29.60 vs. PHLAX (12.88). JFNIX return over 5 years is better than : 16.02 vs. PHLAX (-32.58).
| 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 | 3.721 | 1.016 | 366% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.39B | 388% |
| Annual Yield % from dividends | 0.45 | 0.11 | 398% |
| Returns for 1 year | 29.60 | 12.88 | 230% |
| Returns for 3 years | 22.16 | 0.47 | 4,714% |
| Returns for 5 years | 16.02 | -32.58 | -49% |
| Returns for 10 years | 92.92 | 4.66 | 1,993% |
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