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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
Sep 13, 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: 6.03B vs. PHLQX (1.47B). JFNIX pays higher dividends than PHLQX: JFNIX (0.40) vs PHLQX (0.28). 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 : 25.37 vs. PHLQX (16.96). JFNIX return over 5 years is better than : 18.87 vs. PHLQX (-18.88).
| 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 | 8.834 | 9.148 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 1.47B | 412% |
| Annual Yield % from dividends | 0.40 | 0.28 | 143% |
| Returns for 1 year | 25.37 | 16.96 | 150% |
| Returns for 3 years | 28.63 | 17.44 | 164% |
| Returns for 5 years | 18.87 | -18.88 | -100% |
| Returns for 10 years | 86.97 | 27.31 | 318% |
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