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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
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JFNIX vs. PHLCX commentary
Nov 18, 2024
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 StrongSell and PHLCX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.5B vs. PHLCX (1.68B). JFNIX pays higher dividends than PHLCX: JFNIX (0.15) vs PHLCX (0.00). JFNIX was incepted earlier than PHLCX: JFNIX (15 years) vs PHLCX (25 years). PHLCX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (34.00). PHLCX has a lower initial minimum investment than JFNIX: PHLCX (1000) vs JFNIX (1000000). JFNIX annual gain was more profitable for investors over the last year : 14.74 vs. PHLCX (4.43). JFNIX return over 5 years is better than : 26.79 vs. PHLCX (-42.51).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.391 | 7.277 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 1.68B | 327% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 14.74 | 4.43 | 333% |
| Returns for 3 years | -1.06 | -48.24 | 2% |
| Returns for 5 years | 26.79 | -42.51 | -63% |
| Returns for 10 years | 39.70 | -59.53 | -67% |