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JFNIX vs PHSRX
JFNIX vs PHSRX Comparison Chart
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JFNIX vs. PHSRX commentary
Feb 23, 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 PHSRX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5B vs. PHSRX (1.64B). JFNIX pays higher dividends than PHSRX: JFNIX (0.15) vs PHSRX (0.00). JFNIX was incepted earlier than PHSRX: JFNIX (16 years) vs PHSRX (22 years). PHSRX is a more actively managed with annual turnover of: 41.00 vs. JFNIX (34.00). PHSRX has a lower initial minimum investment than JFNIX: PHSRX (0) vs JFNIX (2500). PHSRX (-3.51) and JFNIX (-3.63) have marching annual gain over last year. JFNIX return over 5 years is better than : 17.83 vs. PHSRX (1.57).
| JFNIX | PHSRX | JFNIX / PHSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 5.425 | 7.380 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 1.64B | 304% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | -3.51 | 103% |
| Returns for 3 years | 16.12 | 1.94 | 832% |
| Returns for 5 years | 17.83 | 1.57 | 1,139% |
| Returns for 10 years | 30.03 | -20.38 | -147% |
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