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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart in %
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JFNIX vs. PHLCX commentary
Sep 08, 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: 4.29B vs. PHLCX (1.35B). PHLCX pays higher dividends than JFNIX: PHLCX (1.39) vs JFNIX (0.39). 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 : -12.88 vs. PHLCX (-35.25). JFNIX return over 5 years is better than : 10.19 vs. PHLCX (-64.62).
| 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 | 3.852 | -0.240 | -1,606% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 1.35B | 317% |
| Annual Yield % from dividends | 0.39 | 1.39 | 28% |
| Returns for 1 year | -12.88 | -35.25 | 37% |
| Returns for 3 years | 17.02 | -19.88 | -86% |
| Returns for 5 years | 10.19 | -64.62 | -16% |
| Returns for 10 years | 22.06 | -72.07 | -31% |
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