Interact to see
Advertisement
Advertisement
JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHLCX commentary
Jun 06, 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 Buy and PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. PHLCX (1.37B). PHLCX pays higher dividends than JFNIX: PHLCX (1.47) vs JFNIX (0.42). 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 : -13.19 vs. PHLCX (-35.34). JFNIX return over 5 years is better than : 8.18 vs. PHLCX (-64.86).
| 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 | -3.528 | -6.954 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 1.37B | 340% |
| Annual Yield % from dividends | 0.42 | 1.47 | 28% |
| Returns for 1 year | -13.19 | -35.34 | 37% |
| Returns for 3 years | 10.68 | -25.74 | -42% |
| Returns for 5 years | 8.18 | -64.86 | -13% |
| Returns for 10 years | 11.48 | -74.48 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement