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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
Aug 14, 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: 5.81B vs. PHLAX (1.52B). JFNIX pays higher dividends than PHLAX: JFNIX (0.42) 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 : 35.18 vs. PHLAX (22.57). JFNIX return over 5 years is better than : 24.77 vs. PHLAX (-27.02).
| 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 | 11.767 | 11.763 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.52B | 382% |
| Annual Yield % from dividends | 0.42 | 0.11 | 393% |
| Returns for 1 year | 35.18 | 22.57 | 156% |
| Returns for 3 years | 31.15 | 12.19 | 256% |
| Returns for 5 years | 24.77 | -27.02 | -92% |
| Returns for 10 years | 86.76 | 2.68 | 3,238% |
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