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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart
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JFNIX vs. PHLCX commentary
Dec 19, 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 Buy and PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.25B vs. PHLCX (1.71B). 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 : 4.55 vs. PHLCX (1.61). JFNIX return over 5 years is better than : 19.37 vs. PHLCX (-43.78).
| 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 | 1.564 | 10.734 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 1.71B | 308% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 4.55 | 1.61 | 282% |
| Returns for 3 years | -4.26 | -44.90 | 9% |
| Returns for 5 years | 19.37 | -43.78 | -44% |
| Returns for 10 years | 36.65 | -61.74 | -59% |
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