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JFNIX vs PHLQX
JFNIX vs PHLQX Comparison Chart
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JFNIX vs. PHLQX commentary
Apr 18, 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 PHLQX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. PHLQX (1.38B). PHLQX pays higher dividends than JFNIX: PHLQX (0.91) vs JFNIX (0.39). JFNIX was incepted earlier than PHLQX: JFNIX (16 years) vs PHLQX (9 years). JFNIX (0.77) and PHLQX (0.77) have similar cost to investors . PHLQX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHLQX has a lower initial minimum investment than JFNIX: PHLQX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -7.78 vs. PHLQX (-15.83). JFNIX return over 5 years is better than : 12.94 vs. PHLQX (-17.30).
| JFNIX | PHLQX | JFNIX / PHLQX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.77 | 0.77 | 100% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -4.690 | -9.167 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 1.38B | 341% |
| Annual Yield % from dividends | 0.39 | 0.91 | 43% |
| Returns for 1 year | -7.78 | -15.83 | 49% |
| Returns for 3 years | -0.70 | -6.84 | 10% |
| Returns for 5 years | 12.94 | -17.30 | -75% |
| Returns for 10 years | 9.62 | N/A | - |