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JFNIX vs PHSTX
JFNIX vs PHSTX Comparison Chart
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JFNIX vs. PHSTX commentary
Jan 19, 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 PHSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. PHSTX (1.58B). PHSTX pays higher dividends than JFNIX: PHSTX (0.15) vs JFNIX (0.15). JFNIX was incepted earlier than PHSTX: JFNIX (16 years) vs PHSTX (43 years). PHSTX is a more actively managed with annual turnover of: 41.00 vs. JFNIX (34.00). PHSTX has a lower initial minimum investment than JFNIX: PHSTX (0) vs JFNIX (1000000). JFNIX annual gain was more profitable for investors over the last year : -3.13 vs. PHSTX (-3.84). JFNIX return over 5 years is better than : 12.85 vs. PHSTX (-0.03).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 43 years | - |
| Gain YTD | -0.044 | 1.327 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 1.58B | 302% |
| Annual Yield % from dividends | 0.15 | 0.15 | 94% |
| Returns for 1 year | -3.13 | -3.84 | 81% |
| Returns for 3 years | 8.32 | -4.52 | -184% |
| Returns for 5 years | 12.85 | -0.03 | -48,579% |
| Returns for 10 years | 30.00 | -15.69 | -191% |
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