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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
Aug 11, 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 (0.42) vs PHSRX (0.18). JFNIX was incepted earlier than PHSRX: JFNIX (17 years) vs PHSRX (24 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 : 40.35 vs. PHSRX (23.66). JFNIX return over 5 years is better than : 26.66 vs. PHSRX (-3.07).
| 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 | 24 years | - |
| Gain YTD | 12.654 | 5.096 | 248% |
| 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 | 0.42 | 0.18 | 237% |
| Returns for 1 year | 40.35 | 23.66 | 171% |
| Returns for 3 years | 32.49 | 13.32 | 244% |
| Returns for 5 years | 26.66 | -3.07 | -869% |
| Returns for 10 years | 89.46 | 3.93 | 2,278% |
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