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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison
Open Charts JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart in %
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JFNIX vs. PHLCX commentary
Jun 03, 2026
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 Hold and PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. PHLCX (1.36B). JFNIX pays higher dividends than PHLCX: JFNIX (0.45) vs PHLCX (0.17). JFNIX was incepted earlier than PHLCX: JFNIX (17 years) vs PHLCX (27 years). PHLCX (1.97) is less costly to investors than JFNIX (0.78). PHLCX is a more actively managed with annual turnover of: 81.00 vs. JFNIX (30.00). 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 : 20.51 vs. PHLCX (-17.20). JFNIX return over 5 years is better than : 13.17 vs. PHLCX (-69.47).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | 0.78 | 1.97 | 40% |
| Annual Report Gross Expense Ratio | 0.78 | 1.97 | 40% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -3.586 | -1.945 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 1.36B | 388% |
| Annual Yield % from dividends | 0.45 | 0.17 | 270% |
| Returns for 1 year | 20.51 | -17.20 | -119% |
| Returns for 3 years | 14.38 | -44.06 | -33% |
| Returns for 5 years | 13.17 | -69.47 | -19% |
| Returns for 10 years | 67.83 | -67.77 | -100% |
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