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JFNIX vs PHLQX
JFNIX vs PHLQX Comparison
Open Charts JFNIX vs PHLQX
JFNIX vs PHLQX Comparison Chart in %
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JFNIX vs. PHLQX commentary
Aug 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 PHLQX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHLQX (1.46B). JFNIX pays higher dividends than PHLQX: JFNIX (0.41) vs PHLQX (0.29). JFNIX was incepted earlier than PHLQX: JFNIX (17 years) vs PHLQX (11 years). PHLQX (0.80) and JFNIX (0.78) have similar cost to investors . PHLQX is a more actively managed with annual turnover of: 81.00 vs. JFNIX (30.00). 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 : 36.28 vs. PHLQX (23.59). JFNIX return over 5 years is better than : 22.12 vs. PHLQX (-19.12).
| JFNIX | PHLQX | JFNIX / PHLQX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 9.549 | 7.336 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.46B | 398% |
| Annual Yield % from dividends | 0.41 | 0.29 | 143% |
| Returns for 1 year | 36.28 | 23.59 | 154% |
| Returns for 3 years | 28.29 | 17.52 | 161% |
| Returns for 5 years | 22.12 | -19.12 | -116% |
| Returns for 10 years | 82.16 | 21.45 | 383% |
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