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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
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JFNIX vs. PHLCX commentary
Feb 23, 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: 5B vs. PHLCX (1.63B). JFNIX pays higher dividends than PHLCX: JFNIX (0.15) vs PHLCX (0.00). JFNIX was incepted earlier than PHLCX: JFNIX (16 years) vs PHLCX (26 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 (2500). JFNIX annual gain was more profitable for investors over the last year : -3.63 vs. PHLCX (-28.73). JFNIX return over 5 years is better than : 17.83 vs. PHLCX (-60.17).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.425 | 3.118 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 1.63B | 306% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | -28.73 | 13% |
| Returns for 3 years | 16.12 | -20.65 | -78% |
| Returns for 5 years | 17.83 | -60.17 | -30% |
| Returns for 10 years | 30.03 | -69.70 | -43% |
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