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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
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JFNIX vs. PHLCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. PHLCX (1.59B). 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 (1000000). JFNIX annual gain was more profitable for investors over the last year : -3.13 vs. PHLCX (-24.92). JFNIX return over 5 years is better than : 12.85 vs. PHLCX (-60.65).
| 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 | -0.044 | -0.480 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 1.59B | 301% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.13 | -24.92 | 13% |
| Returns for 3 years | 8.32 | -24.96 | -33% |
| Returns for 5 years | 12.85 | -60.65 | -21% |
| Returns for 10 years | 30.00 | -69.28 | -43% |
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