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JFNIX vs PHSRX
JFNIX vs PHSRX Comparison
Open Charts JFNIX vs PHSRX
JFNIX vs PHSRX Comparison Chart in %
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JFNIX vs. PHSRX commentary
Jul 14, 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 Buy and PHSRX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHSRX (1.53B). JFNIX pays higher dividends than PHSRX: JFNIX (0.41) vs PHSRX (0.17). JFNIX was incepted earlier than PHSRX: JFNIX (17 years) vs PHSRX (23 years). PHSRX (1.29) is less costly to investors than JFNIX (0.78). PHSRX is a more actively managed with annual turnover of: 67.00 vs. JFNIX (30.00). PHSRX has a lower initial minimum investment than JFNIX: PHSRX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 33.22 vs. PHSRX (19.52). JFNIX return over 5 years is better than : 22.34 vs. PHSRX (-1.59).
| JFNIX | PHSRX | JFNIX / PHSRX | |
| Total Expense Ratio | 0.78 | 1.29 | 60% |
| Annual Report Gross Expense Ratio | 0.78 | 1.29 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.118 | 4.468 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.53B | 379% |
| Annual Yield % from dividends | 0.41 | 0.17 | 238% |
| Returns for 1 year | 33.22 | 19.52 | 170% |
| Returns for 3 years | 29.35 | 14.87 | 197% |
| Returns for 5 years | 22.34 | -1.59 | -1,405% |
| Returns for 10 years | 88.67 | 4.66 | 1,902% |
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