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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 23, 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 (1.56B). JFNIX pays higher dividends than PHLQX: JFNIX (0.42) 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 : 34.66 vs. PHLQX (27.27). JFNIX return over 5 years is better than : 26.14 vs. PHLQX (-13.90).
| 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 | 14.145 | 14.734 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.56B | 373% |
| Annual Yield % from dividends | 0.42 | 0.29 | 143% |
| Returns for 1 year | 34.66 | 27.27 | 127% |
| Returns for 3 years | 35.88 | 26.43 | 136% |
| Returns for 5 years | 26.14 | -13.90 | -188% |
| Returns for 10 years | 90.06 | 28.97 | 311% |
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