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JFNIX vs PHSTX
JFNIX vs PHSTX Comparison Chart
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JFNIX vs. PHSTX commentary
Dec 19, 2024
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: 5.25B vs. PHSTX (1.64B). PHSTX pays higher dividends than JFNIX: PHSTX (0.15) vs JFNIX (0.15). JFNIX was incepted earlier than PHSTX: JFNIX (15 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 : 4.55 vs. PHSTX (-1.49). JFNIX return over 5 years is better than : 19.37 vs. PHSTX (1.01).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 43 years | - |
| Gain YTD | 1.564 | 2.373 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 1.64B | 320% |
| Annual Yield % from dividends | 0.15 | 0.15 | 94% |
| Returns for 1 year | 4.55 | -1.49 | -305% |
| Returns for 3 years | -4.26 | -14.11 | 30% |
| Returns for 5 years | 19.37 | 1.01 | 1,921% |
| Returns for 10 years | 36.65 | -18.56 | -198% |
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