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JFNIX vs PHLQX
JFNIX vs PHLQX Comparison Chart
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JFNIX vs. PHLQX commentary
Dec 25, 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 PHLQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.25B vs. PHLQX (1.63B). JFNIX pays higher dividends than PHLQX: JFNIX (0.15) vs PHLQX (0.00). JFNIX was incepted earlier than PHLQX: JFNIX (15 years) vs PHLQX (9 years). PHLQX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (34.00). PHLQX has a lower initial minimum investment than JFNIX: PHLQX (0) vs JFNIX (1000000). JFNIX annual gain was more profitable for investors over the last year : 1.84 vs. PHLQX (0.86). JFNIX return over 5 years is better than : 14.64 vs. PHLQX (-9.12).
| JFNIX | PHLQX | JFNIX / PHLQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -0.045 | -0.427 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 1.63B | 322% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 1.84 | 0.86 | 213% |
| Returns for 3 years | -0.11 | -5.17 | 2% |
| Returns for 5 years | 14.64 | -9.12 | -160% |
| Returns for 10 years | 36.74 | N/A | - |
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