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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart in %
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JFNIX vs. PHLCX commentary
Jul 17, 2025
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 PHLCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. PHLCX (1.37B). PHLCX pays higher dividends than JFNIX: PHLCX (1.43) vs JFNIX (0.41). JFNIX was incepted earlier than PHLCX: JFNIX (16 years) vs PHLCX (26 years). PHLCX (1.96) is less costly to investors than JFNIX (0.77). PHLCX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHLCX has a lower initial minimum investment than JFNIX: PHLCX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -16.68 vs. PHLCX (-36.90). JFNIX return over 5 years is better than : 2.86 vs. PHLCX (-66.02).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | 0.77 | 1.96 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 1.96 | 39% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -2.779 | -3.677 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 1.37B | 321% |
| Annual Yield % from dividends | 0.41 | 1.43 | 29% |
| Returns for 1 year | -16.68 | -36.90 | 45% |
| Returns for 3 years | 7.86 | -25.47 | -31% |
| Returns for 5 years | 2.86 | -66.02 | -4% |
| Returns for 10 years | 4.97 | -75.63 | -7% |
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