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JFNIX vs PHLQX
JFNIX vs PHLQX Comparison Chart
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JFNIX vs. PHLQX commentary
Nov 15, 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 StrongSell and PHLQX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.5B vs. PHLQX (1.78B). 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 : 20.09 vs. PHLQX (19.10). JFNIX return over 5 years is better than : 32.74 vs. PHLQX (9.05).
| 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 | 12.430 | 14.553 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 1.78B | 309% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 20.09 | 19.10 | 105% |
| Returns for 3 years | 3.25 | -16.45 | -20% |
| Returns for 5 years | 32.74 | 9.05 | 362% |
| Returns for 10 years | 49.20 | N/A | - |
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