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
Jul 14, 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 PHSTX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHSTX (1.53B). 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 : 33.22 vs. PHSTX (20.06). JFNIX return over 5 years is better than : 22.34 vs. PHSTX (2.92).
| 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 | 9.118 | 4.597 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.53B | 379% |
| Annual Yield % from dividends | 0.41 | 0.22 | 192% |
| Returns for 1 year | 33.22 | 20.06 | 166% |
| Returns for 3 years | 29.35 | 17.35 | 169% |
| Returns for 5 years | 22.34 | 2.92 | 766% |
| Returns for 10 years | 88.67 | 14.01 | 633% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement