Interact to see
Advertisement
Advertisement
JFNIX vs PHSTX
JFNIX vs PHSTX Comparison
Open Charts JFNIX vs PHSTX
JFNIX vs PHSTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHSTX commentary
Aug 03, 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 Hold and PHSTX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHSTX (1.51B). JFNIX pays higher dividends than PHSTX: JFNIX (0.41) vs PHSTX (0.22). JFNIX was incepted earlier than PHSTX: JFNIX (17 years) vs PHSTX (44 years). PHSTX (1.04) is less costly to investors than JFNIX (0.78). PHSTX is a more actively managed with annual turnover of: 67.00 vs. JFNIX (30.00). PHSTX has a lower initial minimum investment than JFNIX: PHSTX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 36.28 vs. PHSTX (23.06). JFNIX return over 5 years is better than : 22.12 vs. PHSTX (0.78).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 17 years | 44 years | - |
| Gain YTD | 9.549 | 3.550 | 269% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.51B | 385% |
| Annual Yield % from dividends | 0.41 | 0.22 | 191% |
| Returns for 1 year | 36.28 | 23.06 | 157% |
| Returns for 3 years | 28.29 | 15.46 | 183% |
| Returns for 5 years | 22.12 | 0.78 | 2,820% |
| Returns for 10 years | 82.16 | 10.53 | 780% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LFGQX | 41.96 | 0.46 | +1.11% |
| Lord Abbett Focused Growth R3 | |||
| RNPBX | 68.40 | 0.61 | +0.90% |
| American Funds New Perspective R-2 | |||
| BITSX | 34.08 | 0.19 | +0.56% |
| iShares Total US Stock Market Idx Instl | |||
| CRIHX | 13.73 | 0.05 | +0.37% |
| CRM Long/Short Opportunities Instl | |||
| TAIWX | 14.68 | -0.06 | -0.41% |
| Nuveen Quant Intl Small Cap Eq W | |||