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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
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. PHSRX (1.48B). JFNIX pays higher dividends than PHSRX: JFNIX (0.45) vs PHSRX (0.18). 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 : 22.92 vs. PHSRX (12.35). JFNIX return over 5 years is better than : 14.18 vs. PHSRX (-4.17).
| 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 | 1.466 | 0.036 | 4,086% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.48B | 365% |
| Annual Yield % from dividends | 0.45 | 0.18 | 243% |
| Returns for 1 year | 22.92 | 12.35 | 186% |
| Returns for 3 years | 18.20 | 9.12 | 199% |
| Returns for 5 years | 14.18 | -4.17 | -340% |
| Returns for 10 years | 82.26 | 5.40 | 1,524% |
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