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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.28B vs. PHLQX (1.36B). JFNIX pays higher dividends than PHLQX: JFNIX (0.45) vs PHLQX (0.31). JFNIX was incepted earlier than PHLQX: JFNIX (17 years) vs PHLQX (10 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 : 20.51 vs. PHLQX (14.56). JFNIX return over 5 years is better than : 13.17 vs. PHLQX (-18.34).
| 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 | 10 years | - |
| Gain YTD | -3.586 | -1.497 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.28B | 1.36B | 388% |
| Annual Yield % from dividends | 0.45 | 0.31 | 145% |
| Returns for 1 year | 20.51 | 14.56 | 141% |
| Returns for 3 years | 14.38 | 6.95 | 207% |
| Returns for 5 years | 13.17 | -18.34 | -72% |
| Returns for 10 years | 67.83 | 14.37 | 472% |
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