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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison
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JFNIX vs PHLAX Comparison Chart in %
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JFNIX vs. PHLAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 6.03B vs. PHLAX (1.51B). JFNIX pays higher dividends than PHLAX: JFNIX (0.40) 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 : 27.51 vs. PHLAX (17.01). JFNIX return over 5 years is better than : 19.39 vs. PHLAX (-28.90).
| 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 | 10.276 | 12.158 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 1.51B | 399% |
| Annual Yield % from dividends | 0.40 | 0.10 | 392% |
| Returns for 1 year | 27.51 | 17.01 | 162% |
| Returns for 3 years | 30.63 | 12.68 | 242% |
| Returns for 5 years | 19.39 | -28.90 | -67% |
| Returns for 10 years | 91.18 | 6.89 | 1,324% |
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