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JFNIX vs PHSRX
JFNIX vs PHSRX Comparison Chart
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JFNIX vs. PHSRX commentary
Apr 04, 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: 4.95B vs. PHSRX (1.58B). JFNIX pays higher dividends than PHSRX: JFNIX (0.39) vs PHSRX (0.29). JFNIX was incepted earlier than PHSRX: JFNIX (16 years) vs PHSRX (22 years). PHSRX (1.30) is less costly to investors than JFNIX (0.77). PHSRX (36.00) and JFNIX (35.00) have comparable annual turnover. PHSRX has a lower initial minimum investment than JFNIX: PHSRX (0) vs JFNIX (2500). PHSRX annual gain was more profitable for investors over the last year : -6.06 vs. JFNIX (-6.78). JFNIX return over 5 years is better than : 35.56 vs. PHSRX (13.79).
| JFNIX | PHSRX | JFNIX / PHSRX | |
| Total Expense Ratio | 0.77 | 1.30 | 59% |
| Annual Report Gross Expense Ratio | 0.77 | 1.30 | 59% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -0.074 | 3.801 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.58B | 314% |
| Annual Yield % from dividends | 0.39 | 0.29 | 135% |
| Returns for 1 year | -6.78 | -6.06 | 112% |
| Returns for 3 years | 2.62 | -8.92 | -29% |
| Returns for 5 years | 35.56 | 13.79 | 258% |
| Returns for 10 years | 19.10 | -24.30 | -79% |
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