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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
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JFNIX vs. PHLCX commentary
Apr 04, 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: 4.95B vs. PHLCX (1.48B). PHLCX pays higher dividends than JFNIX: PHLCX (1.40) 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 : -6.78 vs. PHLCX (-33.22). JFNIX return over 5 years is better than : 35.56 vs. PHLCX (-53.31).
| 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 | -0.074 | -4.317 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.48B | 334% |
| Annual Yield % from dividends | 0.39 | 1.40 | 28% |
| Returns for 1 year | -6.78 | -33.22 | 20% |
| Returns for 3 years | 2.62 | -32.88 | -8% |
| Returns for 5 years | 35.56 | -53.31 | -67% |
| Returns for 10 years | 19.10 | -72.56 | -26% |
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